Institutional Relationships Specialist II

Overview

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.

• Serve as firm security administrator for custodian access/security structures, including setting up, granting, monitoring, and withdrawing permissions as needed.
• Support the setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers.
• Adhere to processes and policies around access and security administration for custodians and other key partners.
• Field requests from internal stakeholders, escalating as necessary, and bringing items to resolution.
• Support institutional transitions and integrations during significant organizational events.

• Execute key strategic project elements focused on optimizing institutional relationships and improving operational efficiencies.
• Collaborate with teams to streamline internal processes.

• Assist in the delivery and organization of data required to meet compliance and regulatory obligations.
• Reconcile data to support institutional relationship goals and objectives.

• Serve as a key point of contact to ensure seamless communication and task execution.
• Ensure that all projects and tasks are communicated effectively, with detailed follow-through on action items.

• Project Coordination:
  Proven ability to execute according to defined project plans and deadlines.
• Detail-Oriented:
  Highly organized, with a strong attention to detail and a commitment to ensuring quality and accuracy in all aspects of work.
• Data Analysis:
  Solid data analysis skills and experience with Excel, with the ability to interpret and leverage data, including creating formulas, using Pivot tables, and cleaning and organizing data.
• Custodian
  
  Experience:
  
  Deep experience working with custodians is preferred, particularly in the context of permissioning, access management, and operational transitions.
• Communication:
  Excellent communication and interpersonal skills, with the ability to foster positive relationships across various levels of the organization and external partners.
• Follow-Through: A high degree of follow-through and accountability for the successful execution of day-to-day responsibilities and strategic projects.

• Experience with institutional coordination in financial services, particularly with custodians and brokers.
• Familiarity with regulatory and compliance frameworks related to institutional relationships, particularly in the context of custodial access and security structures.

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.

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are 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

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.

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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…