Hiring: Institutional Relationships Specialist II Company: Corient Location: Chicago, IL Job Posted Time: 2026-09-11 14:27:25 Employment Type: On-site Target Skills & Keywords : Microsoft Excel About the job Experience: •Operational familiarity with regulatory and compliance frameworks related to institutional relationships, particularly in the context of custodial access and security structures. •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. Required Skills: •Serve as firm security administrator for custodian access/security structures, including setting up, granting, monitoring, and withdrawing permissions as needed. •Actively facilitate and support setup, maintenance, and oversight of operational structures with institutional partners such as custodians and brokers. •Adhere to processes and policies around access and security administration for custodians and other key partners. •Field requests from internal stakeholders, escalating as necessary, and bringing items to resolution. •Support institutional transitions and integrations during significant organizational events. •Execute key strategic project elements focused on optimizing institutional relationships and improving operational efficiencies. •Partner cross-functionally with teams to streamline internal processes. •Assist in the delivery and organization of data required to meet compliance and regulatory obligations. Qualifications: •Project Coordination: Proven ability to execute according to defined project plans and deadlines. •Detail-Oriented: Highly organized, with a strong attention to detail and a commitment to ensuring quality and accuracy in all aspects of work. •Data Analysis: Solid data analysis skills and experience with Excel, with the ability to interpret and leverage data, including creating formulas, using Pivot tables, and cleaning and organizing data. •Custodian Experience: Deep experience working with custodians is preferred, particularly in the context of permissioning, access management, and operational transitions. •Communication: Excellent communication and interpersonal skills, with the ability to foster positive relationships across various levels of the organization and external partners. •Follow-Through: A high degree of follow-through and accountability for the successful execution of day-to-day responsibilities and strategic projects. •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. •Must be 18 years of age or older. Compensation: •$60,475 - $110,400 / year •This position is exempt and is paid according to the laws of the State of the final position location. The pay range for this position is $60,475-$110,400 USD per year. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!