Wealth Client Success & Operations Lead

Corient is seeking a dynamic leader to optimize business processes across offices and drive efficiency. You will oversee a team, manage Salesforce-related initiatives, and support critical client/advisor operations while collaborating with partners and leaders to develop metrics and improvements. The role requires 5–7 years of professional experience, 3–5 years of leadership, and travel to OH, IN, and Western PA. A Bachelor's degree and strong communication are essential.