Institutional Relationships Lead

Description

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.

Key Responsibilities

Operational Management of Institutional Relationships:

• Lead the setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers.
• Build and implement processes and policies around access and security administration for custodians and other key partners.
• Manage the day-to-day interface with both internal stakeholders and external third parties, ensuring smooth coordination and communication.
• Administer custodian access/security structures, including setting up, granting, monitoring, and withdrawing permissions as needed.
• Support institutional transitions and integrations during significant organizational events.

Project Management:

• Lead key strategic projects focused on optimizing institutional relationships and improving operational efficiencies.
• Collaborate with cross-functional teams to establish and streamline internal processes that support the vendor relationship management function.

Reporting & Compliance:

• Work with Compliance teams to ensure institutional relationships meet regulatory requirements, assisting in the delivery and coordination of reporting obligations.
• Interface with the Compliance team to deliver core reporting requirements, ensuring all institutional operations are aligned with regulatory standards.

Stakeholder Communication:

• Serve as the main point of contact for internal teams (operations, legal, compliance) and external partners to ensure seamless communication and project execution.
• Ensure that all institutional partner issues and opportunities are communicated effectively, with detailed follow-through on action items.

Skills & Qualifications

• Project Management: Proven ability to lead and execute strategic projects, particularly those related to vendor and institutional management.
• 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 for decision-making in the management of institutional relationships.
• 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 manage 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.

Preferred Experience

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

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. What You can Expect from Us: Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 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 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 abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 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 abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. 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.

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