Manager, Personal CFO

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.

What You'll Do

Client Financial Management

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.
• Support a range of family office activities, including gifting, charitable giving, and special financial projects.

Bill Pay and Cash Operations

• Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.

Client and Advisor Partnership

• Serve as a trusted day-to-day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
• Prepare client-ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
• Support to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.

Team Leadership

• Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
• Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.

What You Bring

• Bachelor's degree in Accounting, Finance, or a related field.
• 5-8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
• Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
• Excellent communication, project management, and relationship management skills.
• A high level of professionalism, discretion, and commitment to exceptional client service.
• CPA or prior public accounting experience preferred.
• This role is expected to be in the office four days per week.

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.

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.

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…