Director of FP&A – Wealth Management & Commercial Strategy

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.

Location: Miami, FL

Role Overview
The FP&A Director – Wealth Management & Commercial Strategy will oversee financial planning, budgeting, forecasting, and analysis functions, while leveraging wealth management expertise to strengthen commercial presentations and strategic initiatives. This role bridges detailed financial modeling with high-level business storytelling, enabling the team to deliver compelling decks for executives, investors, and clients.

Key Responsibilities

FP&A Leadership

• Oversees M&A and FP&A activities, aligning financial plans with organizational strategies and goals.
• Leads advanced financial modeling, creates actionable insights
• Directs M&A financial analysis, evaluates risks and opportunities, and ensures seamless integration of acquired entities into budgets, forecasts, and reporting processes.
• Team manager; 40% Leadership/Strategy focus

Wealth Management Integration

• Apply wealth management principles (e.g., client portfolio analysis, asset allocation, risk profiling) to enhance financial modeling and scenario planning 
• Use wealth management frameworks to support commercial proposals, client presentations, and investment case studies.
• Integrate client-centric financial narratives into commercial decks to improve engagement and persuasion.

• Translate complex financial data into clear, visually compelling decks for non-financial audiences.
• Ensure decks are data-driven, scenario-based, and tailored to audience needs.

Cross-Functional Collaboration

• Partner with department heads to align budgets with business goals 
• Work with internal accounting and data teams to ensure accurate reporting and model integrity 

Required Skills & Qualifications

Core FP&A Skills

• Strong financial modeling and forecasting abilities, with proficiency in Excel and advanced analytics tools 
• Experience in budgeting, forecasting, and performance management.
• Ability to present financial data to non-financial stakeholders.

Wealth Management Knowledge

• Understanding of wealth management processes, client portfolio strategies, and financial planning tools.
• Experience applying these concepts to commercial or client-facing contexts.

• Expertise in building persuasive, data-rich decks for executive and client audiences.

Qualifications & Requirements

• Bachelor’s degree in Finance, Accounting, or related field (Master’s or MBA preferred). 
• Minimum of 7 years’ experience in financial modeling and planning.  

• Wealth management or client-facing financial services experience preferred.
• Proficiency in Microsoft Office, especially Excel. 
• Strong integrity and ability to maintain confidentiality. 
• Excellent team player with strong communication skills. 
• Detail-oriented with excellent analytical and organizational abilities. 
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion. 

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. 

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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.