ZipRecruiter

Log In

1

Manager Client Reporting Jobs Near Me

Ci

Client Reporting Specialist

Columbus, OH

$70K - $100K/yr

Client Reporting product management . Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family ...

Staffingine LLC

Oracle Delivery Manager

Hilliard, OH · On-site

$85/hr

Project Status KPIs reporting Lead and mentor team members Additional Inputs: * Oracle Delivery Manager * Client Location - Hilliard, Oh * Work Mode - Hybrid - 3 days Client Office * Client - LTM

w3r Consulting

Business Reporting Manager

Columbus, OH · On-site

Job Summary We are seeking an experienced Business Reporting Manager to join our Business Management Office ("BMO") within the Office of the CIO at the client. The BMO currently supports certain ...

New

Softheon

Client Executive

Columbus, OH · Remote

$78K - $106K/yr

Communicate ticket statuses to clients, providing transparency and managing expectations regarding resolution timelines. * Identify trends in client-reported issues and collaborate with internal ...

next page

Showing results 1-20

All JobsManager Client Reporting JobsManager Client Reporting Jobs Near Me

Manager Client Reporting information

See salary details

$65K

$135.8K

$150.5K

How much do manager client reporting jobs pay per year?

As of Aug 15, 2026, the average yearly pay for manager client reporting in the United States is $135,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $139,000.00 and $139,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Manager Client Reporting jobs?

For Manager Client Reporting jobs, the most frequently searched job titles are:

What job categories do people searching Manager Client Reporting jobs look for?

The top searched job categories for Manager Client Reporting jobs are:

What cities are hiring for Manager Client Reporting jobs?

Cities with the most Manager Client Reporting job openings:

What states have the most Manager Client Reporting jobs?

States with the most job openings for Manager Client Reporting jobs include:

What are the most commonly searched types of Client Reporting jobs?

The most popular types of Client Reporting jobs are:

Manager Client Reporting jobs near you
A map of the United States highlighting the number of Manager Client Reporting job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Manager Client Reporting job openings in each state, with California having the most at 2 and Alaska the least at 0.

Client Reporting Specialist

CI Financial Careers

Columbus, OH • On-site

$70K - $100K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago

Job description

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.
Key Responsibilities
  • Client Reporting product management. Build and maintain client reporting templates and portal views. Help drive the Client Reporting offering roadmap, in close partnership with Advisory, Family Office, Investments, Compliance, and Enterprise Platforms
  • Client Reporting servicing. Execute monthly and quarterly client reporting process cycles. Provide client reporting support to Wealth Advisors and Client Service Specialists.
  • Client Reporting data management. Operate reporting data workflows and feeds underlying client reports, in close partnership with the Platform and Data Ops team. Monitor critical elements such as security master, allocations, and performance returns.
  • Quality Assurance. Perform data and reporting quality control to ensure reporting and data integrity.
Qualifications
  • 3-5 years of experience in client or investment portfolio / performance reporting.
  • Experience in wealth management, asset management, or investments related data or reporting role.
Skills and competencies
  • Demonstrated proficiency with Addepar or similar portfolio reporting system.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Effective communication, both orally and in writing.
  • Strong documentation and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
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.
This position is exempt and is paid according to the laws of the State of Ohio or Washington, depending on final position location. The pay range for this position is $70,400-$100,000. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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.

Apply