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About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve 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 looking for talented and motivated individuals to join our team.

Responsibilities

• Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
• Assist in preparing customized financial planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives as requested.
• Represent Corient positively to clients, outside professionals, and the public.

Requirements

• 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

• Effective workload management.
• Strong communication skills, both oral and written, with excellent interpersonal abilities.
• Exceptional organizational skills with acute attention to detail.
• Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members.
• Strong analytical and problem-solving skills.
• Capability to work quickly and accurately to meet deadlines.
• Basic understanding of financial planning and investment concepts.
• Familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.

Location

• New York, NY

Work Type

• Onsite
• Full-time

Experience Level

• Internship

Education Level

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027

Salary/Compensations

• $38.45 USD per hour

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.
• As the industry’s only global professional services partnership, 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.
• 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.
• Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
• Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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.