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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 those they care about. We focus on exceeding expectations, simplifying lives, and establishing lasting legacies. We are looking for talented and motivated individuals to join our team, offering a supportive environment for growth and valuing contributions.
Responsibilities
- Partner with advisors and clients to drive adoption of alternative investment strategies through education, relationship development, and problem solving.
- Serve as a subject matter resource on a broad range of alternative asset classes, including private equity, private credit, real assets, hedge strategies, and other relevant categories.
- Develop and maintain deep relationships with advisors and clients across the U.S., acting as a trusted point of contact for alternatives-related needs.
- Lead business development efforts to grow alternatives AUM, including prospecting, presenting, and closing new opportunities.
- Collaborate closely with investment management, product, advisory, and operations teams to ensure a seamless and integrated client experience.
- Represent the firm at industry events, conferences, and client meetings.
- Lead the development of educational materials, presentations, and thought leadership content related to alternative investments.
Requirements
- 7–10 years of experience in alternatives, wealth management, asset management, or a related field.
- Strong familiarity with major alternative asset classes and their role within client portfolios; direct investment management experience is not a requirement.
- Demonstrated ability to build and maintain relationships with both financial advisors and end clients.
- Proven track record in business development or sales within financial services.
- Exceptional communication and presentation skills, with the ability to simplify complex concepts for diverse audiences.
- High degree of professionalism, intellectual curiosity, and a collaborative, team-first approach.
- Willingness and ability to travel across key markets.
- Background in finance, management consulting, or adjacent professional services.
- Experience in an investor relations, product specialist, or client-facing distribution role within an alternatives platform.
- 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
- Alternative investment strategies
- Alternative asset classes (private equity, private credit, real assets, hedge strategies)
- Relationship development
- Business development
- Client relationship management
- Financial services sales
- Communication
- Presentation skills
- Content development
- Thought leadership
Location
- Onsite (4 days per week)
Work Type
- Onsite
- Full-time
Experience Level
- 7-10 years
Education Level
- Relevant designations (CFA, CAIA, CFP or similar) are a plus but not required
Salary/Compensations
- $154,000 - $209,000 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 are the industry’s only global professional services partnership, combining personal service and objectivity with the scale and resources of a global institution.
- Our partnership model fosters collaboration over competition, bringing together collective expertise 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.
- 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.