Director, Alternative Investments

CI Financial•US-NY-Midtown-101 Park Ave-3100, NY

1d•$154,000 - $209,000•Hybrid

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. Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Requirements

7–10 years of experience in alternatives, wealth management, asset management, or a related field.
Strong familiarity with major alternative asset classes and their role within client portfolios; direct investment management experience is not a requirement.
Demonstrated ability to build and maintain relationships with both financial advisors and end clients.
Proven track record in business development or sales within financial services.
Exceptional communication and presentation skills, with the ability to simplify complex concepts for diverse audiences.
High degree of professionalism, intellectual curiosity, and a collaborative, team-first approach.
Willingness and ability to travel across key markets
Background in finance, management consulting, or adjacent professional services.
Experience in an investor relations, product specialist, or client-facing distribution role within an alternatives platform

Nice To Haves

Relevant designations (CFA, CAIA, CFP or similar) are a plus but not required

Responsibilities

Partner with advisors and clients to drive adoption of alternative investment strategies through education, relationship development, and problem solving
Serve as a subject matter resource on a broad range of alternative asset classes, including private equity, private credit, real assets, hedge strategies, and other relevant categories.
Develop and maintain deep relationships with advisors and clients across the U.S., acting as a trusted point of contact for alternatives-related needs.
Lead business development efforts to grow alternatives AUM, including prospecting, presenting, and closing new opportunities.
Collaborate closely with investment management, product, advisory, and operations teams to ensure a seamless and integrated client experience.
Represent the firm at industry events, conferences, and client meetings
Lead the development of educational materials, presentations, and thought leadership content related to alternative investments.