Order Management Systems (OMS) Lead

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.

Order Management Systems (OMS) Associate – Trading & Rebalancing Platforms

Corient is looking for an OMS Lead to own our portfolio trading and rebalancing platforms, including Vestmark, Tamarac and related tools. You’ll work with Trading, Portfolio Management, Operations and Technology to make sure our OMS reliably supports how our advisors and investment teams manage client portfolios.

Responsibilities

• Own day-to-day operations, configuration and enhancements for Corient’s OMS and rebalancing platform Vestmark.
• Use the OMS to improve how we work and to reach business goals: rebalancing efficiency, tax-aware trading, model adherence and trade accuracy.
• Turn business needs into detailed technical requirements for platform setup: models, sleeves, security substitutes, restrictions, capital gains budgets, transition logic and trading workflows.
• Work with vendors, internal Technology and Data teams to build, configure, test (UAT) and release features and integrations.
• Lead or support platform conversions and onboarding of new offices. This includes data mapping, supplemental files, custodian setup, mock conversions and go-live readiness.
• Monitor daily data feeds and integrations (custodians, portfolio accounting, CRM, data warehouse). Find and fix reconciliation and sync issues.
• Take in, prioritize, manage and resolve OMS support requests and incidents from trading, operations and advisor teams.
• Build and maintain training materials, procedures and documentation. Work with users so the platform is used the same way across offices.
• Act as the main contact for OMS vendors: manage the roadmap, escalations, release reviews and service levels.
• Support governance, compliance and audit needs for trading controls, approvals and system access.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business, Information Systems or a related field.
• 5+ y...

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