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About the Role

Corient is seeking a motivated individual to support the Head of Technology Strategy in operationalizing the technology roadmap and executing key initiatives. This role involves partnering with technology leaders, managing special projects, and ensuring alignment between technology and business strategies to drive results and simplify lives.

Responsibilities

• Support the operationalization and execution of the technology roadmap, ensuring alignment with business strategy.
• Track progress, analyze performance data, and provide insights for key cross-functional initiatives.
• Translate strategic objectives into initiatives with measurable outcomes.
• Manage and coordinate select non-tech special projects.
• Serve as a trusted partner to technology leaders below the CTO level.
• Prepare execution updates and materials for leadership meetings and manage follow-ups.
• Draft briefing notes, summaries, and executive reports.
• Support technology budget annual planning and forecasting cycles.
• Drive cost optimization and efficiency by monitoring spending and identifying savings.
• Manage technology vendor coordination, including contract tracking and renewal calendars.
• Prepare and deliver financial reporting and analysis.
• Support workforce planning and organizational design efforts.
• Help establish governance routines for initiative prioritization and resource allocation.
• Maintain operating artifacts such as decision logs and risk registers.
• Act as a coordination point between the Head of Technology Strategy and technology leadership.
• Bridge business operations and technology delivery for seamless client and internal experiences.
• Partner with Data & Analytics leadership to implement data governance and reporting frameworks.
• Coordinate efforts between Salesforce and Addepar teams to improve visibility and adoption.
• Collaborate with technology leaders to execute and refine onboarding playbooks for new acquisitions.
• Track technology dependencies and identify data and infrastructure requirements for post-acquisition integration.
• Maintain integration issue logs and escalate recurring bottlenecks.
• Capture integration learnings and feed improvements back into playbooks.

Requirements

• 5-8 years of progressive experience driving technology operations, strategy, and transformation.
• Experience preferably from a consulting and FinTech/Technology background.
• Hands-on experience running complex cross-functional initiatives from end to end.
• Strong background in designing and implementing operational processes, dashboards, and governance frameworks.
• Highly collaborative and pragmatic, with the ability to align diverse teams.
• Solid business and technical acumen; capable of translating complex technology concepts into clear, actionable insights.
• Comfortable operating in a dynamic, fast-paced, and high-growth environment.
• Exposure to budgeting, vendor management, or large-scale integration is a plus.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Skills

• Strategic and critical thinking
• Execution bias
• Decision-making
• Problem-solving
• Operating with ambiguity and imperfect information
• Communication
• Collaboration
• Pushing without authority
• Escalating with judgment
• Highly organized
• Attention to detail
• Desire to receive feedback and grow

Location

• Onsite

Work Type

• Onsite 4 days per week

Experience Level

• 5-8 years

Salary/Compensations

• $160,000 - $190,000 USD per year

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
• Volunteer days

About the Company

• Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients.
• We combine the personal service and objectivity of a boutique with the scale and resources of a global institution.
• Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
• As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
• Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.

Equal Opportunity

• 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.