Project Manager, Strategy & Operations

Corient•Seattle, WA

2d•Hybrid

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

Experience in wealth management, consulting, or a similar strategy and operations environment.
Strong analytical and quantitative skills, with comfort working with data in a wealth‑management context.
Ability to manage multiple projects simultaneously with precision, structure, and follow‑through.
Excellent communication skills and the ability to distill complex information for senior audiences.
A proactive, resourceful, execution‑focused mindset.
Comfort operating in a fast‑moving, evolving, and sometimes ambiguous environment.
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

Support end‑to‑end delivery of strategic and operational projects for the Institutional Relationships team.
Develop and maintain project plans, timelines, milestones, and stakeholder communications.
Coordinate cross-functional efforts to keep projects on track and achieve objectives.
Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes.
Identify and proactively manage risks and dependencies.
Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management.
Prepare executive presentations, reporting packages, dashboards, and meeting materials.
Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention.
Provide visibility into initiative status, key decisions, and areas requiring leadership attention.
Partner with leadership on initiatives that enhance operational efficiency and client experience.
Conduct research, benchmarking, and structured analysis to inform strategic recommendations.
Support change‑management efforts across teams and functions.
Partner with the data and reporting team to deliver key data‑related outputs for custodian relationships.
Build models, reports, and visualizations that support business understanding and operational decision‑making.
Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices.