Business Manager

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.

Responsibilities

Strategic Planning & Execution

• Support Head of Technology Strategy to operationalize the technology roadmap, ensuring alignment with Corient’s business strategy and execute the technology roadmap items.
• Support the execution of key cross-functional initiatives by tracking progress against KPIs, analyzing performance data, and providing actionable insights to drive results.
• Help translate strategic objectives into initiatives with measurable outcomes.
• Manage and coordinate select non-tech special projects, ensuring timely delivery and stakeholder alignment.

Leadership Leverage & Communication

• Serve as a trusted partner to technology leaders below the CTO level.
• Prepare execution updates and materials for CTO staff meetings, cross-functional business manager forums, quarterly reviews, etc., manage follow-ups, and track action items to maintain execution discipline and accountability.
• Draft briefing notes, summaries, follow-ups, executive reports for all-hands meetings and other organizational updates.

Budget and Financial Stewardship

• Support the technology budget annual planning and forecasting cycles, including OPEX and CAPEX spend against approved budget and surface anomalies
• Drive cost optimization and efficiency by monitoring departmental spending, analyzing variances, and partnering with corresponding technology function leads and vendors to identify savings and optimize investments.
• Manage technology vendor coordination such as contract tracking, renewal calendars, usage vs spend analysis and support negotiation efforts as needed.
• Prepare and deliver financial reporting and analysis in partnership with the Finance team, clearly articulating status, risks, and opportunities to leadership.

Organizational Design & Governance

• Support workforce planning and organizational design efforts by providing input for roles, structure, and reporting cadence in alignment with the demand of technology leaders.
• Help establish governance routines to prioritize initiatives, allocate resources, and ensure accountability across teams.
• Maintain operating artifacts such as decision logs, risk registers, and dependency maps.
• Act as a key coordination point between the Head of Technology Strategy and technology leadership (Data Engineering, Platform, IT Operations, PMO, and Information Security) to maintain alignment, transparency, and effective communication.

Platform & Data Enablement

• Bridge business operations and technology delivery to ensure advisor, client, and internal experiences are seamless, consistent, and data-driven.
• Partner with Data & Analytics leadership to implement scalable data governance and reporting frameworks aligned with the needs of the CTO organization.
• Coordinate efforts between Salesforce and Addepar teams to improve visibility, integration, and adoption across platforms.

M&A Technology Integration

• Collaborate with technology leaders to execute and refine onboarding playbooks for new acquisitions.
• Track technology dependencies (e.G., Salesforce, Addepar) and identify data and infrastructure requirements to accelerate post-acquisition integration.
• Maintain integration issue logs and escalate recurring bottlenecks.
• Capture integration learnings and feed improvements back into playbooks.

Qualifications & Requirements

• 5-8 years of progressive experience driving technology operations, strategy, and transformation, preferably from a consulting and FinTech/Technology background.
• Hands-on experience running complex cross-functional initiatives from end to end.
• Strong background in designing and implementing operational processes, dashboards, and governance frameworks that connect technology execution to business outcomes.
• Highly collaborative and pragmatic, with the ability to align diverse teams and Solid business and technical acumen;
  capable of translating complex technology concepts into clear, actionable insights.
• Comfortable operating in a dynamic, fast-paced, and high-growth environment.
• Exposure to budgeting, vendor management, or large-scale integration is a plus.

Skills & Competencies

• Strong strategic and critical thinking, execution bias, decision-making, and problem-solving skills.
• Comfortable operating with ambiguity and imperfect information.
• Excellent communication and collaboration skills for working with executives, stakeholders, and cross-functional teams. Ability to push without authority and escalate with judgement.
• Highly organized and a high degree of attention to detail.
• A desire to receive feedback and grow.

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 for this position is $160,000 - $190,000 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.

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 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.

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.

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.

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.

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.