Miami, Florida, United States · Hybrid
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 gen…
Skills: Internal Controls, SOX Compliance, ICFR, Risk Management, Public Accounting
Columbus, Ohio, United States · Hybrid
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 gen…
Skills: Financial Planning, Investment Analysis, Portfolio Allocation, Client Relationship Management, Salesforce
New York, New York, United States · Hybrid
$88k–$121k/yr
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 gen…
Skills: Calendar Management, Executive Support, Travel Coordination, Expense Reporting, Microsoft Office Suite
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Quantitative Analysis, Data Modeling, SQL, Python, Sigma
Toronto, Ontario, Canada · Hybrid
$34k–$59k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Asset Transfer, CDS/DTC Terminals, ATON System, Mutual Fund Basics, Securities Knowledge
Toronto, Ontario, Canada · Hybrid
$34k–$59k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Asset Transfer, CDS/DTC Terminals, ATON System, Mutual Fund Basics, Securities Knowledge
York, Ontario, Canada · Hybrid
$43k–$71k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Tax Reporting, Financial Reconciliation, Microsoft Excel, CRA Tax Slips, MRQ Tax Slips
Toronto, Ontario, Canada · On-site
$85k–$100k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Life Insurance Sales, Estate Planning, Succession Planning, Wealth Transfer, Needs Analysis
Toronto, Ontario, Canada · On-site
$70k–$120k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Content Management Systems, UI/UX Design, Agile Methodology, Adobe Experience Manager, HTML5
New York, New York, United States · Hybrid
$103k–$130k/yr
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 gen…
Skills: Tax Preparation, Fiduciary Tax, High-Net-Worth Individual Tax, Not For Profit Compliance, Entity Tax Filings
Toronto, Ontario, Canada · Hybrid
$43k–$71k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Registered Account Administration, RRSP Processing, RESP Management, Control Account Reconciliation, Client Service
Seattle, Washington, United States · Hybrid
$90k–$115k/yr
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 gen…
Skills: Project Management, Strategic Planning, Operational Management, Data Analysis, Stakeholder Communication
Chicago, Illinois, United States · Hybrid
$82k–$115k/yr
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 gen…
Skills: Cisco Meraki, Firewall Administration, VLANs, Routing and Switching, VPN Connectivity
San Diego, California, United States · Hybrid
$80k–$156k/yr
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 gen…
Skills: Financial Planning, Investment Management, Portfolio Allocation, Relationship Management, Analytical Skills
Vancouver, British Columbia, Canada · On-site
$55k–$65k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Organizational Skills, Communication Skills, Computer Skills, Prioritization, Financial Administration
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: Security Master Maintenance, Pricing Data Management, Charles River OMS, Bloomberg Data, Python
Houston, Texas, United States · Hybrid
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 gen…
Skills: Salesforce, Portfolio Accounting Software, Docusign, Microsoft Suite, Customer Service
Toronto, Ontario, Canada · Hybrid
$70k–$120k/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching th…
Skills: SQL, Snowflake, Data Governance, Metadata Management, Data Quality
Denver, Colorado, United States · Hybrid
$60k–$74k/yr
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 gen…
Skills: Financial Planning, Investment Analysis, Client Relationship Management, Salesforce, Portfolio Accounting Software
Shaker Heights, Ohio, United States · Hybrid
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 gen…
Skills: Tax Planning, Wealth Management, Tax Compliance, Financial Strategy, Fiduciary Responsibility
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Support the execution of the company's ICFR compliance program through control documentation, testing coordination, and issue tracking. Partner with process owners to evaluate control design and coordinate with internal and external auditors.
Requires a bachelor's degree in Accounting or Finance and 4-6 years of experience in public accounting, internal audit, or SOX compliance. Experience with public company ICFR environments is required, while CPA/CIA certifications and GRC platform experience are preferred.
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.
Experience: Minimum of 4–6 years of relevant experience in public accounting, internal audit, SOX/ICFR compliance, accounting, risk management, or a related controls-focused role.
Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Experience working in or supporting a public company SOX/ICFR environment required.
• Prior experience with a Big 4 or large national public accounting firm preferred.
• CPA, CIA, or other relevant certification preferred.
• Strong understanding of ICFR, SOX requirements, and control design principles.
• Experience maintaining risk and control matrices, process narratives, flowcharts, and control documentation.
• Experience coordinating control testing activities and tracking remediation efforts.
• Familiarity with financial reporting processes and accounting risks.
• Experience working with internal and external auditors.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and documentation quality.
• Experience with MetricStream, AuditBoard, Workiva, or similar GRC platforms preferred.
• Experience supporting acquisitions, system implementations, or business process transformations preferred.
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
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.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
