CI Financial

Customer Success Manager

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track against client requests
• Communicate with clients daily, addressing their day-to-day needs in an articulate and professional manner
• Support data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Complete required paperwork
• Open accounts for existing clients

Client Success Specialist

• Prepare individual, trust, estate, gift, foundation, and business tax returns on a timely basis
• Review tax source documents and data pushed through OCR for accuracy
• Conduct tax research to support tax planning and compliance efforts
• Be proactive and stay current on new tax legislation and tax reform
• Assist with handling Federal and State Tax notices
• Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns.
• Collect and input relevant financial records into tax return software or databases.
• Analyze tax data submitted by clients to maximize the outcome to the client.
• Support the tax planning process for clients and members of the Tax team.

Tax Associate

Operations

• Data management . Data operation, maintenance, support, and oversight across critical operational processes in key enterprise platforms, including Salesforce, Addepar, Vestmark, and others
• Data integrity . Quality Assurance for critical data (e.g., client structures, attributes, account feeds). Where required, data remediations and support.
• M&A support . Data conversions and migrations to integration newly acquired firms into Corient.
• Documentation . Robust documentation of policies, procedures, process maps. Supporting documents for client data updates where required (e.g., asset valuations).

Data Operations Analyst

Recruitment

• Support HR Technology related initiatives from an Employee Life Cycle perspective, including Talent Acquisition, Onboarding, Talent Management, and Offboarding.
• Provide Workday subject matter expertise for day-to-day on the talent acquisition and talent technology stack, partnering with program leads in Talent Acquisition and Talent Management on solutioning process and technology gaps, and building a roadmap for that area.
• Builds relationships with HR functional leads to understand pain points, prioritize requirements, identifying opportunities for process improvements, efficiencies and product features/ functionalities to adopt.
• Act as the lead subject matter expert for Workday’s Talent Acquisition and Onboarding modules ensuring effective configuration and support of these modules.
• Design and implement processes and procedures to maintain a healthy system environment aligned with necessary control frameworks, supporting audit requirements.
• Works through the HT talent stack backlog, focused on solutioning and execution applying judgment and advice on the best way to get the expected outcomes and setting expectations through prioritization.
• Work closely with IT on testing support and troubleshooting integrated with the talent stack.
• Partners with the Payroll, Benefits and IT teams to ensure end to end processes across talent acquisition, onboarding and offboarding are seamless.
• Leads the semi-annual Workday releases for Workday modules, including analyzing impacts of new functionality and conducting cross-functional analysis.
• Stay informed about upcoming Workday releases and their potential impact on current and future functionality.
• Provide HCM user support through documentation, developing and facilitating training, and creating supporting materials and reports as required.

Talent Acquisition Technology Lead

• Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services
• Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies
• Review individual, trust, estate, gift, business entity, and foundation returns
• Handle Federal and State tax notices and audits
• Review and analyze estate planning related legal documents
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
• Be proactive and stay current on new tax legislation and tax reform
• Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods
• Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC
• Calculating AMT adjustments specific to the oil & gas sector
• Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions
• Serve as a subject matter expert, resource, and point of contact for clients’ broader advisory team, including wealth advisors, financial planners, and other stakeholders
• Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles
• Provide internal training and guidance on tax-related topics
• Manage other members of the group including monitoring their workload and training and assisting them

Tax Manager

Security Engineer

• Maintain and enhance the Information Security Policy Framework, ensuring alignment with regulatory requirements and industry standards (e.g., NIST, ISO, CIS).
• Collaborate with stakeholders to ensure policies are understood, adopted, and enforced across the organization.
• Implement and operationalize GRC platform; create and maintain automated workflows, associated processes, and related documentation.
• Maintain the enterprise Information Security Risk Register and perform periodic and ad hoc risk assessments.
• Monitor and report on meaningful metrics and reporting, including Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs).
• Support risk treatment planning and execution, ensuring alignment with the organization’s risk appetite.
• Perform third party risk assessments and ongoing oversight activities.
• Facilitate security compliance framework assessments, control narrative creation, and evidence collection.
• Conduct control testing, identify deficiencies, and drive remediation efforts.
• Support the development and ongoing maintenance of an integrated control framework to assess and monitor compliance.
• Promote a security-first mindset across the organization.
• Contribute to the development and delivery of security awareness programs.

Senior Cybersecurity Governance, Risk and Compliance, GRC

Data Engineer

• Implement engineering best practices across data pipelines, modeling, data quality, lineage, metadata management, documentation and operational monitoring.
• Oversee sprint planning, backlog prioritization, and execution across multiple data initiatives.
• Design, architect, develop, and maintain robust and scalable data pipelines, transformations, models, and workflows.
• Develop and operate automated data jobs for data science, analytics, and reporting purposes.
• Implement automated QA analytics, reconciliations, and monitoring to ensure data integrity across enterprise platforms and enterprise data layer.
• Establish data quality frameworks including validation, monitoring, reconciliation, and alerting, ensuring strong governance around data accuracy, completeness, and timeliness across critical datasets.
• Support Analytics, Operations, and Business teams in data initiatives, deeply understanding functional requirements and delivering data solutions that meet these needs in a timely and reliable fashion.

Senior Data Engineer

Data Analyst

• Data Science and Analytics team leadership.
• Manage data analysts delivering dashboards, recurring reports, and ad-hoc analysis.
• Establish consistent standards for data science and analytics development and documentation.
• Develop and maintain data solutions, such as descriptive, diagnostic, predictive, and prescriptive analytics focused on enabling decision making, optimization, and measurable business impact for key functional and business stakeholders.
• Develop and maintain dashboards, recurring reports, and analytical outputs.
• Implement data validations to ensure integrity of data solutions.
• Ensure that data processes and outputs are robust, insightful, and timely.
• Promptly address ad-hoc analysis requests with clear, well-structured outputs rooted in accurate data and focused on delivering actionable insights.
• Maintain clear documentation of data sources, logic, data transformations, lineage, and outputs.
• Translate stakeholder needs into clear data specifications to meet business requirements.
• Act as a senior subject matter expert for enterprise analytics and reporting.

Data Science and Analytics Manager

Compliance

• Perform compliance audits and assessments to identify potential risks and areas for improvement.
• Assist in the preparation of test planning memoranda.
• Identify and evaluate key risks and contribute to establishing test scope.
• Lead walkthrough meetings and discussions with the purpose of developing test scope and identifying control issues.
• Develop and execute tests in line with monitoring and testing procedures.
• Appropriately assess potential findings for significance and root cause.
• Prepare test reports articulating clear and concise findings.
• Communicate test findings to testing management and business partners.
• Collaborate with business lines to develop remediation plans to resolve control weaknesses identified through testing.
• Track implementation of recommended remediation plans designed to strengthen internal controls to completion as well as perform validation testing of new or updated controls.
• Conduct targeted investigations in connection with special requests from management or related to issues uncovered in daily surveillance.
• Perform surveillance of electronic communications to ensure compliance with company policies and applicable regulations.
• Escalate exceptions to business and Compliance management along with supporting documentation.
• Work to improve efficiency of rule sets through observation and testing.
• Prepare metrics for monthly and quarterly reporting.
• Develop and maintain strong working relationships with Business, Compliance, Legal and Risk groups.
• Monitor and stay current on relevant laws, regulations, and industry standards.
• Prepare and maintain accurate records and documentation related to compliance and operational activities.
• Perform other duties and responsibilities as assigned.