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Salary
$78k – $156k per year (Estimated)
Location
In office (Miami, Austin)
Seniority
Senior · 6+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
Corient is a fee-only wealth management firm serving ultra high net worth and uber high net worth individuals and families. It offers investment management, estate and tax planning, family office and other integrated services through a network of partner firms across the US. Corient was formed from the US wealth business of Canadian asset manager CI Financial, took its current name in 2023, and is headquartered in Miami, Florida.

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.

Key Responsibilities

  • Data Science and Analytics team leadership. Manage data analysts delivering dashboards, recurring reports, and ad-hoc analysis. Establish consistent standards for data science and analytics development and documentation.

  • Data solutions. Develop and maintain data solutions, such as descriptive, diagnostic, predictive, and prescriptive analytics focused on enabling decision making, optimization, and measurable business impact for key functional and business stakeholders. Develop and maintain dashboards, recurring reports, and analytical outputs.

  • Data quality assurance. Implement data validations to ensure integrity of data solutions. Ensure that data processes and outputs are robust, insightful, and timely.

  • Ad-hoc analytics and insights. Promptly address ad-hoc analysis requests with clear, well-structured outputs rooted in accurate data and focused on delivering actionable insights.

  • Documentation. Maintain clear documentation of data sources, logic, data transformations, lineage, and outputs.

  • Cross-functional data science and analytics support. Translate stakeholder needs into clear data specifications to meet business requirements. Act as a senior subject matter expert for enterprise analytics and reporting.

Qualifications

  • 4-6+ years of experience in data science or analytics roles.

  • 2-3+ years of experience managing teams and complex data environments.

  • Background in Financial Services, consulting, or highgrowth technology environments preferred.

  • Distinguished academic track record in quantitative discipline.

Skills and competencies

  • Proficiency in SQL, DBT, and Python in a data science context; proficiency in Tableau a strong plus.

  • Strong command of best practices for data modeling, data transformations, and data quality frameworks to support scalable, enterprise grade data products.

  • Strong analytical, problem-solving, and critical thinking skills.

  • Effective communication, both orally and in writing.

  • Strong documentation and attention to detail.

  • Ability to work independently and collaboratively in a fast-paced, dynamic environment, demonstrating strong organization, prioritization, and follow-through.

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 generously subsidized by Corient

  • Employer paid Dental, Vision & Life and AD&D Insurance

  • Employer paid Short-term & Long-term Disability

  • Paid Maternity & Parental Leave

  • Flexible Spending Accounts & Health Savings Accounts

  • Dependent Care FSA

  • Commuter & Transit FSA

  • Corporate Discount Program - Perkspot

  • Training Reimbursement

  • Paid Professional Designations

  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.

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