Job Description

Description Responsibilities Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers. Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations. Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items. Provide exceptional value-added service, advice, and deliverables to assigned client families. Offer strategic consulting advice, set goals, and provide comprehensive financial planning support. Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. Leverages Corient resources and solutions. Capable of sourcing and closing business independently. Qualifications & Requirements Bachelor's degree in Finance, Economics, or a related field. Proven experience in Wealth Management or similar role. CFP, CFA, CPA, JD, or MBA required. Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities. Strong analytical mindset, attention to detail, and problem-solving abilities. Collaborative team player with a proactive approach to work. Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards. Competencies Strong analytical and problem-solving skills Communicate effectively, both orally and in writing High emotional intelligence and situational awareness 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 Illinois. The pay range for this position is $125,000-150,000 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. CI Financial

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