Order Management System Lead

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.

Responsibilities

• Own day-to-day operations, configuration and enhancements for Corient’s OMS and rebalancing platform Vestmark.
• Use the OMS to improve how we work and to reach business goals: rebalancing efficiency, tax-aware trading, model adherence and trade accuracy.
• Turn business needs into detailed technical requirements for platform setup: models, sleeves, security substitutes, restrictions, capital gains budgets, transition logic and trading workflows.
• Work with vendors, internal Technology and Data teams to build, configure, test (UAT) and release features and integrations.
• Lead or support platform conversions and onboarding of new offices. This includes data mapping, supplemental files, custodian setup, mock conversions and go-live readiness.
• Monitor daily data feeds and integrations (custodians, portfolio accounting, CRM, data warehouse). Find and fix reconciliation and sync issues.
• Take in, prioritize, manage and resolve OMS support requests and incidents from trading, operations and advisor teams.
• Build and maintain training materials, procedures and documentation. Work with users so the platform is used the same way across offices.
• Act as the main contact for OMS vendors: manage the roadmap, escalations, release reviews and service levels.
• Support governance, compliance and audit needs for trading controls, approvals and system access.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business, Information Systems or a related field.
• 5+ years of experience in a product, platform or operations role in wealth management, asset management or a broker-dealer/RIA setting.
• Hands-on experience with at least one OMS or rebalancing platform, such as Vestmark, Tamarac, Orion, InvestCloud, Envestnet, SS&C or similar. Administrator-level experience is strongly preferred.
• Solid understanding of portfolio management concepts: model portfolios, asset allocation, rebalancing, tax-loss harvesting, wash sales, cash management and trade order flow.
• Familiarity with custodial platforms  and how account, position and transaction data flows between systems.
• Experience with platform conversions, data migrations or onboarding new offices or acquired firms.
• Comfort with enterprise tools such as Jira, Confluence, Excel and PowerPoint. SQL or other data analysis skills are a plus.
• Experience working with trading, portfolio management, operations, compliance, DevOps and QA teams.
• Ability to turn complex business requirements into simple, scalable and effective system solutions.
• Strong analytical, problem-solving and critical thinking skills, with close attention to detail and accuracy.
• Ability to lead projects end to end with little supervision, and to manage competing priorities during critical periods such as go-lives.
• Clear and effective communication, both spoken and written, with technical and non-technical audiences.
• High standards of professionalism and confidentiality.

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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

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.