Senior Business Manager, Advisory
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. Location: New York, New York Overview As we expand our footprint, we are seeking a hands‑on execution role supporting strategic projects, integration programs, and leadership operations. This position will build executive‑ready presentations, manage project trackers, conduct analysis, and maintain the infrastructure and process artifacts (dashboards, playbooks, RACIs) that keep initiatives moving from plan to delivery. This position will report to the Director of Strategy, US Wealth Advisory
Requirements
- 5-6 years in strategy, consulting, PMO, or business operations (wealth/financial services preferred; internships count).
- Advanced PowerPoint and strong Excel skills; familiarity with BI/analytics tools is a plus.
- Detail‑oriented, organized, and proactive; excellent written communication.
- Ability to manage multiple tasks and shifting priorities in a fast‑paced environment.
Responsibilities
- Keep leadership organized and on track by managing operating cadences, agendas, key deliverables, and cross‑functional accountability.
- Support development of strategic priorities, business cases, operating models, and long-term roadmaps.
- Drive day‑to-day project management across strategic workstreams, including timelines, risks, dependencies, and follow‑ups.
- Conduct market, competitive, financial, and advisor/client analyses to produce actionable insights for leadership.
- Build clear, compelling executive presentations and written communications that support decision‑making.
- Maintain business KPIs, dashboards, and operating review materials that support performance management.
- Identify process improvements and support change management efforts to enhance scalability and efficiency.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
