Senior Business Manager, Advisory

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.

Location: New York, New York

Overview

As we expand our footprint, we are seeking a hands‑on execution role supporting strategic projects, integration programs, and leadership operations. This position will build executive‑ready presentations, manage project trackers, conduct analysis, and maintain the infrastructure and process artifacts (dashboards, playbooks, RACIs) that keep initiatives moving from plan to delivery.

This position will report to the Director of Strategy, US Wealth Advisory

Responsibilities

• Keep leadership organized and on track by managing operating cadences, agendas, key deliverables, and cross‑functional accountability.
• Support development of strategic priorities, business cases, operating models, and long‑term roadmaps.
• Drive day‑to‑day project management across strategic workstreams, including timelines, risks, dependencies, and follow‑ups.
• Conduct market, competitive, financial, and advisor/client analyses to produce actionable insights for leadership.
• Build clear, compelling executive presentations and written communications that support decision‑making.
• Maintain business KPIs, dashboards, and operating review materials that support performance management.
• Identify process improvements and support change management efforts to enhance scalability and efficiency.

Qualifications & Requirements

5-6 years in strategy, consulting, PMO, or business operations (wealth/financial services preferred; internships count).

• Advanced PowerPoint and strong Excel skills; familiarity with BI/analytics tools is a plus.
• Detail‑oriented, organized, and proactive; excellent written communication.
• Ability to manage multiple tasks and shifting priorities in a fast‑paced environment.

Competencies

• Action-Oriented and Reliable: Demonstrates a strong tendency for action, consistently delivering results with exceptional organization and dependability.
• Analytical Problem Solver: Applies critical thinking and data-driven analysis to identify issues, evaluate options, and implement effective solutions.
• Executive Presentation Expertise: Crafts compelling, executive-ready presentations that communicate complex ideas with clarity and impact.
• Stakeholder Communication: Builds trust and alignment through clear, professional communication with internal and external stakeholders.
• Process Discipline: Maintains rigor in following established processes while identifying opportunities for continuous improvement.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $96,800-122,100 USD 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.

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.