Project Manager, Client Operations
About The Position
Join a team that values your ambition and empowers your growth 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.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field; MBA is a plus.
- 5-7+ years of experience in strategy, consulting, PMO, or business operations (financial services preferred).
- Advanced proficiency in Microsoft Excel and Power Point.
- Exceptional organizational and communication skills, with experience creating executive-level presentations.
- Strong execution and follow-through; viewed as a “driver” to successfully complete large initiatives.
- High attention to detail, problem-solving skills, and ability to manage multiple tasks and work under tight deadlines in a fast-paced environment.
- High EQ and the ability to lead with influence.
- Experience with professional service business models and financial modeling a plus.
- 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.
Nice To Haves
- MBA is a plus.
- Experience with professional service business models and financial modeling a plus.
Responsibilities
- Drive organizational alignment by managing leadership operating cadences, setting agendas, tracking key deliverables, and ensuring cross‑functional accountability
- Lead day‑to-day project management across multiple workstreams (Human Capital, Real Estate, Client Operations/Concierge Services)
- Develop and manage high‑quality deliverables including presentations, written communications, reports, proposals, and status updates, along with internal templates, checklists, and protocols
- Partner with internal teams to understand stakeholder needs and translate them into structured project scopes, timelines, and deliverable frameworks
- Maintain a repository of client deliverables, templates, reference materials, and documentation to support consistency and knowledge sharing
- Design, document, and implement scalable processes and standard operating procedures that improve efficiency and cross‑team coordination
- Support strategic planning activities, including the development of strategic priorities, business cases, resource planning, and long-term roadmap
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
