Lead the commercialization and expansion of Parallel by RBC, a multi-family office offering, driving business development, relationship management, and market presence among ultra-high-net-worth families and family offices.
Responsibilities
Lead commercialization strategy for Parallel
Build and nurture strategic relationships with clients and advisors
Strengthen referral partnerships across RBC business lines
Expand awareness through presentations and client discussions
Develop and execute go-to-market strategies
Requirements
Bachelor’s degree in finance, economics, business, or a related field
Nice to have: experience in scaling multi-family office operations
Nice to have: familiarity with technology platforms and data aggregation tools such as Addepar
Nice to have: background in advisory roles with UHNW or family office segments
Nice to have: understanding of regulatory requirements specific to wealth management
The Associate Wealth Advisor works closely with our Wealth Advisors to support client relationships and deliver personalized wealth management services. This role is de-ideal for someone who is analytical, proactive, detail-oriented, and eager to develop their expertise while taking on greater client-facing and advisory responsibilities.
Compensation
Competitive base salary and benefits, plus eligibility for a discretionary annual bonus.
Responsibilities
Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
Prepare for and participate in client meetings, documenting recommendations and coordinating follow-up.
Assist in developing and updating financial plans, analyses, and client presentations.
Research and respond to client planning and account-related needs.
Coordinate with investment, tax, estate, and other professionals as appropriate.
Requirements
Bachelor's degree in finance, financial planning, economics, accounting, or a related field
Ensuring seamless flow of financial data for clients and internal teams, supporting business critical processes like portfolio management system conversions and performance reconciliation.
Compensation
The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Responsibilities
Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems.
Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats for backfilling.
Provide support for automated data feeds, troubleshooting issues and ensuring seamless transformation of daily financial transactions and positions.
Respond to ad-hoc data requests from client-facing teams.
Automate data-related processes such as data integration and log file maintenance.
Requirements
Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Lead data conversion projects, integrate historical financial data, support automated data feeds, and respond to ad-hoc data requests for iCapital’s clients.
Compensation
The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Responsibilities
Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems.
Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports.
Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.
Requirements
Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Design, build, enhance, and support system-to-system integrations across the firm’s Wealth and Asset Management technology ecosystem.
Compensation
MD Salary: $132.5K–$172.5K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility.
Responsibilities
Serve as a senior technical and analytical resource for Brown Advisory’s Addepar data ecosystem.
Support, enhance, and scale Addepar workflows across portfolio management, client reporting, investment operations, performance analytics, and advisory processes.
Analyze, troubleshoot, and resolve complex data issues involving accounts, entities, ownership structures, portfolios, holdings, transactions, securities, classifications, attributes, benchmarks, performance, and reporting outputs.
Build, maintain, and improve data pipelines between Addepar and enterprise platforms, including Snowflake, reporting tools, client platforms, portfolio systems, accounting systems, Canoe, and other vendor applications.
Use Addepar APIs, extracts, imports, and platform tools to enable data integration, automation, enrichment, validation, and downstream consumption.
Requirements
Bachelor’s degree in Information Systems, Information Technology, Computer Science, Finance, Accounting, Business Analytics, Data Analytics, or a related field.
Nice to have: Canoe
Nice to have: alternative investment document automation
Operations Senior IT Risk Analyst, First Line Controls
ci.wd3.myworkdayjobs.com/CORIENT_EXTERNAL_CAREER-SITE · Posted Nov 4, 2026
This role will help support and strengthen Corient’s operational risk and controls framework as the firm continues to grow. The Risk Analyst will be hands-on with control testing, monitoring, identifying potential risks, and supporting remediation efforts, with a particular focus on IT controls and operational processes.
Locations (3)
New York, New York, United States
Miami, Florida, United States
Dallas, Texas, United States
Compensation
The pay range for this position is $90,000 - $112,000 USD per year.
Responsibilities
Building, enhancing, and operating the firm’s Operational Risk and Control environment for Wealth Management, including control design and implementation; control monitoring and testing
Executing, supervising and/or QA of control performance for IT General Controls, Custodian User Access and Segregation of Duty Reviews
Client Delivery Specialist, Automation - AssociateiCapital · Salt Lake City, US
Operations Senior IT Risk Analyst, First Line Controlsci.wd3.myworkdayjobs.com/CORIENT_EXTERNAL_CAREER-SITE · New York, US+2 more