Institutional Relationships Specialist II

Description

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

Operational Administration of Institutional Relationships:

• Support the setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers.
• Codify and implement processes and policies around access and security administration for custodians and other key partners.
• Interface day-to-day with both internal stakeholders and external third parties, ensuring smooth coordination and communication.
• Administer custodian access/security structures, including setting up, granting, monitoring, and withdrawing permissions as needed.
• Support institutional transitions and integrations during significant organizational events.

Project Management:

• Execute key strategic project elements focused on optimizing institutional relationships and improving operational efficiencies.
• Collaborate with cross-functional teams to establish and streamline internal processes that support the vendor relationship management function.

Reporting & Compliance:

• Work with Compliance teams to ensure institutional relationships meet regulatory requirements, assisting in the delivery and coordination of reporting obligations.
• Interface with the Compliance team to deliver core reporting requirements, ensuring all institutional operations are aligned with regulatory standards.

Stakeholder Communication:

• Serve as a key point of contact for internal teams and external partners to ensure seamless communication and task execution.
• Ensure that all institutional partner issues and opportunities are communicated effectively, with detailed follow-through on action items.

Skills & Qualifications

• Project Coordination: Proven ability to execute strategic projects, particularly those related to vendor and institutional relationships.
• Detail-Oriented: Highly organized, with a strong attention to detail and a commitment to ensuring quality and accuracy in all aspects of work.
• Data Analysis: Solid data analysis skills and experience with Excel, with the ability to interpret and leverage data, including creating formulas, using Pivot tables, and cleaning and organizing data.
• Custodian Experience: Deep experience working with custodians is preferred, particularly in the context of permissioning, access management, and operational transitions.
• Communication: Excellent communication and interpersonal skills, with the ability to foster positive relationships across various levels of the organization and external partners.
• Follow-Through: A high degree of follow-through and accountability for the successful execution of day-to-day responsibilities and strategic projects.

Preferred Experience

• Experience with institutional coordination in financial services, particularly with custodians and brokers.
• Familiarity with regulatory and compliance frameworks related to institutional relationships, particularly in the context of custodial access and security structures.