Project Manager, Strategy & Operations

CI Financial

. Support end-to-end delivery of strategic and operational projects for the Institutional Relationships team .

Posted 9/17/2026full-timeChicago • Illinois • United StatesSeniorLead💰 $90,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and quantitative skills in wealth management, with the ability to manage multiple projects and deliver strategic recommendations. Proficient in developing project plans, stakeholder communications, and executive presentations to enhance operational efficiency and client experience.

Highest-signal resume keywords

Wealth Management ExperienceProject ManagementAnalytical SkillsCommunication SkillsData Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project PlanningRisk ManagementData VisualizationPerformance TrackingBenchmarkingChange ManagementOperational ManagementQuantitative AnalysisStakeholder CommunicationExecutive Reporting

Soft Skills

Proactive MindsetResourcefulnessExecution FocusAdaptabilityCollaboration

Industry Keywords

Institutional RelationshipsStrategic ProjectsOperational EfficiencyClient ExperienceCross-Functional Coordination

About the role

Key responsibilities & impact

Support end-to-end delivery of strategic and operational projects for the Institutional Relationships team
Develop and maintain project plans, timelines, milestones, and stakeholder communications
Coordinate cross-functional efforts to keep projects on track and achieve objectives
Translate leadership priorities into structured workstreams, actionable tasks, and measurable outcomes
Identify and proactively manage risks and dependencies
Partner with Institutional Relationships leadership to support business planning, track performance, and strengthen operational management
Prepare executive presentations, reporting packages, dashboards, and meeting materials
Track progress against strategic priorities and key performance indicators, highlighting trends, risks, and areas requiring attention
Provide visibility into initiative status, key decisions, and areas requiring leadership attention
Partner with leadership on initiatives that enhance operational efficiency and client experience
Conduct research, benchmarking, and structured analysis to inform strategic recommendations
Support change-management efforts across teams and functions
Partner with the data and reporting team to deliver key data-related outputs for custodian relationships
Build models, reports, and visualizations that support business understanding and operational decision-making
Collaborate with data, operations, and technology teams to ensure accuracy, consistency, and disciplined data practices

Requirements

What you’ll need

Experience in wealth management, consulting, or a similar strategy and operations environment
Strong analytical and quantitative skills, with comfort working with data in a wealth-management context
Ability to manage multiple projects simultaneously with precision, structure, and follow-through
Excellent communication skills and the ability to distill complex information for senior audiences
A proactive, resourceful, execution-focused mindset
Comfort operating in a fast-moving, evolving, and sometimes ambiguous environment
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, subject to stated exceptions
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement

Benefits

Comp & perks

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