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© All Rights Reserved. ApplyBlast.com
Corient
The Client Lifecycle Management Specialist role is based within the Operational Functions department and focuses on managing the entire client lifecycle, including onboarding, periodic reviews, and account closures. The position ensures compliance with anti-money laundering regulations and FCA rulings while maintaining accurate client documentation and data. This role requires close collaboration with various internal teams to facilitate client setup and resolve any recommended actions.
Headquarters
Orkney Islands, Scotland, United Kingdom
Company Size
501-1000 employees
Founded
1976
Corient is a fee-only wealth management firm serving ultra-high-net-worth and uber-high-net-worth individuals and families. The firm offers integrated services including family office advisory, investment management, wealth strategy, tax services, philanthropy planning, and global fiduciary services through a partnership model designed to eliminate conflicts of interest. With over $535 billion in client assets and 300+ partners, Corient operates across multiple regions and jurisdictions worldwide.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Corient.
Corient didn’t post a salary, so this is our estimate from similar listings.
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