Associate, Strategy

CI Financial•New York, NY

22h•$120,000 - $160,000•Onsite

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: New York, NY Corient is a fast-growing, national wealth management firm with a mission to deliver exceptional client experiences through innovation, collaboration, and strategic growth. As we expand our global footprint across 12 countries, we are seeking a dynamic Business Manager, Strategy to drive key integration initiatives and enterprise strategies. Role Overview The Business Manager, Strategy will play a pivotal role in supporting Corient’s global integration and broader strategic priorities. Partnering closely with senior executives and cross-functional leaders, this individual will manage high-impact projects, provide data-driven insights, and ensure seamless execution of complex initiatives. This role offers exposure to C-suite decision-making and the opportunity to shape the future of a growing global organization.

Requirements

Bachelor’s degree in Business, Finance, Economics, or related field; MBA or advanced degree a plus.
2+ years of experience in top management consulting, investment banking, corporate strategy, or a related field.
Exceptional conceptual problem-solving skills with strong attention to details
Aptitude to work with quantitative and qualitative data and drive outputs (powerpoint, modeling, analytical and presentation-building proficiency)
Excellent verbal and written communication skills with strong attention to details
Ability to multi-task, prioritize, and work both independently and within teams
Ability to thrive in a fast-paced, evolving environment and collaborate in an entrepreneurial environment
Excellent work ethnic
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Responsibilities

Global Integration: Support and coordinate strategic integration across 12 countries, ensuring alignment of operations, processes, and culture.
Strategic Planning: Partner with business leaders to design and implement enterprise-wide strategies that drive growth, efficiency, and innovation.
Stakeholder Management: Engage and influence key stakeholders across regions and functions, ensuring clear communication and alignment on goals and deliverables.
Financial Modeling & Analysis: Develop robust models and business cases to evaluate initiatives, measure impact, and inform executive decisions.
Executive Presentations: Create high-quality PowerPoint decks and strategic materials for the CEO, executive team, and board, translating complex ideas into clear, compelling narratives.
Project Management: Track project milestones, identify risks, and drive accountability to deliver results on time and within scope.