Project Manager, Client Operations

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
• Qualifications & 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.
• Pay Information:
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• 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.
• What You Can Expect from Us
• Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring

Additional Information

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.

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