Join a team that values your ambition and empowers your growth
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.This entrepreneurial role will directly assist CI SBH asset management sales, marketing, internal client relations and portfolio management teams.
This is a support role that will serve as a vital link between cross functional teams that offers a unique opportunity to influence process improvements, project management and content creation. In addition, the role offers the opportunity to advance career development within all aspects of asset management and mentorship from senior staff members.
Key Responsibilities
- Cross-Departmental Collaboration: Act as the primary liaison among investment sales, marketing and portfolio management to ensure seamless communication and alignment.
- Sales Support: Maintain and create Salesforce data, reports and dashboards while assisting with the coordination of sales activities to enhance client engagement and satisfaction.
- Content Management: Contribute to the timely creation and refinement of sales presentations, marketing materials and client communications, ensuring accuracy and consistency. Printing books when necessary.
- Work closely with investment teams, sales and marketing on specific strategy presentations and quarterly deliverables.
- Responsible for gathering key statistics in order to support the marketing team with the preparation and improvement of materials.
- Able to coordinate all aspects of any client-onsite meetings and due diligence visits, providing assistance to the internal teams to support the efficiency of cross-functional teams.
Qualifications:
- Bachelor's degree in Finance, Business Administration, Marketing, or a related field.
- 1-3 years of experience in sales support, financial services, Fintech, marketing or a related role is preferred.
- Experience with Microsoft Office Suite required.
- Familiarity with a broad range of investment products/solutions and general knowledge of financial markets
- Entrepreneurial attitude and intellectual curiosity. Ability to think creatively and help design solutions to specific challenges.
Pay Information
This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $80,000 – $100,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.
It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
- Effective interpersonal skills with the ability to build and maintain strong relationships with key stakeholders.
- Collaborative team player with strong organizational and time management abilities.
- Analytical mindset with strong attention to detail. Self-motivated and goal-oriented.
- Experience with Salesforce CRM ,Pardot, MorningStar and eVestment is a plus.
- Series 7 and Series 66 Certifications preferred but not required.
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.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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 an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing 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. 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.
