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About Ci

CI Financial offers global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors.

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Extracted from active job descriptions

Open roles (77)

US roles only: 57 · All: 77
Deskside Support Engineer
US-MA-Boston-1 Post Office-2400·1 day ago
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Senior Associate, Internal Controls - Miami, FL
US-FL-Miami-830 Brickell-4900·1 day ago
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Real Estate & Corporate Counsel
US-FL-Miami-830 Brickell-4800·2 days ago
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Manager, Personal CFO
US-NY-Midtown-101 Park Ave-3100·2 days ago
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Associate, Personal CFO
US-GA-Atlanta-3344 Peachtree-2000·2 days ago
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Senior Marketing Coordinator
Morristown, NJ·2 days ago
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Compliance Director, Marketing Review
US-NY-Midtown-101 Park Ave-3100·3 days ago
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Onboarding Specialist II
Columbus, OH·3 days ago
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Onboarding Specialist II
Houston, TX·3 days ago
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Onboarding Specialist II
Dallas, TX·3 days ago
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Onboarding Specialist II
US-UT-Salt Lake City-36 S State-1125·3 days ago
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Associate, Personal CFO
US-FL-Ft Lauderdale-200 ELas Olas-1550·3 days ago
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Wealth Management Intern (Summer 2027, Shaker Heights)
US-OH-Shaker Heights-3401 Tuttle-0290·1 week ago
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Tax Associate
US-FL-Miami-830 Brickell-4800·2 weeks ago
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Tax Manager
San Diego, CA·2 weeks ago
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Family Office Assistant
US-NY-Midtown-101 Park Ave-3100·2 weeks ago
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Wealth Management Intern (Summer 2027, St. Petersburg)
St. Petersburg, FL·2 weeks ago
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Wealth Management Intern (Summer 2027, San Diego)
San Diego, CA·2 weeks ago
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Wealth Management Intern (Summer 2027, Atlanta)
Atlanta, GA·2 weeks ago
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Wealth Management Intern (Summer 2027, Chicago)
US-IL-Chicago-10 SWacker-3100·2 weeks ago
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Wealth Management Intern (Summer 2027, Cincinnati)
Cincinnati, OH·2 weeks ago
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Wealth Management Intern (Summer 2027, Columbus)
Columbus, OH·2 weeks ago
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Tax Intern (Spring Semester 2027, Jan-April)
US-NY-Midtown-101 Park Ave-3100·2 weeks ago
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Onboarding Specialist I
US-MA-Boston-1 Post Office-2400·2 weeks ago
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Wealth Management Intern (Summer 2027, Newport Beach)
Newport Beach, CA·2 weeks ago
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Valuations and Accounting Manager
US-FL-Miami-830 Brickell-4900·2 weeks ago
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Wealth Analyst
Dallas, TX·3 weeks ago
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Wealth Management Intern (Summer 2027, New York City)
US-NY-Midtown-101 Park Ave-3100·3 weeks ago
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Wealth Analyst
Morristown, NJ·3 weeks ago
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Wealth Management Intern (Summer 2027, Dallas)
Dallas, TX·3 weeks ago
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Wealth Management Intern (Summer 2027, Houston)
Houston, TX·3 weeks ago
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Wealth Management Intern (Summer 2027, Wayne)
Wayne, PA·3 weeks ago
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Wealth Management Intern (Summer 2027, Charlotte)
US-NC-Charlotte-4201 Congress-0240·3 weeks ago
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Wealth Management Intern (Summer 2027, Seattle)
US-WA-Seattle-1420 5th Ave-Suite 1500·3 weeks ago
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Wealth Management Intern (Summer 2027, Denver)
US-CO-Denver-200 Clayton -0300·3 weeks ago
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Business Manager
US-IL-Chicago-10 SWacker-3100·3 weeks ago
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Real Estate Strategy Associate
US-NY-Midtown-101 Park Ave-3100·3 weeks ago
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Institutional Relationships Specialist II
US-IL-Chicago-10 SWacker-3100·4 weeks ago
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Data Analyst
US-FL-Miami-830 Brickell-4800·4 weeks ago
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Wealth Analyst
US-CA-San Francisco-555 Mission Street-3325·4 weeks ago
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Senior Wealth Analyst
US-NC-Charlotte-4201 Congress-0240·4 weeks ago
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Wealth Analyst
Menlo Park, CA·4 weeks ago
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Legal Business Manager
US-FL-Miami-830 Brickell-4800·4 weeks ago
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Client Service Specialist II
US-NY-Midtown-101 Park Ave-3100·4 weeks ago
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Senior Wealth Analyst
US-OK-Tulsa-2222 South Utica Pl-Suite 100·4 weeks ago
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Wealth Analyst
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Client Service Specialist I
US-IN-Indianapolis-500 E96th-0450·1 month ago
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Client Service Specialist II
US-FL-Palm Beach-230 Royal Palm Way-200·1 month ago
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Wealth Analyst
Menlo Park, CA·1 month ago
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Client Service Specialist II
US-NY-Garden City-1050 Franklin Avenue-0400·1 month ago
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Wealth Strategist
US-ME-Portland-1 Portland Square-0500·1 month ago
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Senior Client Success Specialist
US-MA-Boston-1 Post Office-2400·1 month ago
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Senior Tax Associate
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Wealth Strategist
Houston, TX·1 month ago
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Client Service Specialist II
San Diego, CA·1 month ago
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Administrative Legal Assistant
US-FL-Miami-830 Brickell-4800·1 month ago
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Billing Specialist II
US-OK-Tulsa-2222 South Utica Pl-Suite 100·1 month ago
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Lease Administration Associate
New York, NY·1 month ago
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Senior Wealth Analyst
US-IL-Chicago-10 SWacker-3100·1 month ago
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Senior Network Engineer
US-TX-Austin-500 W 2nd-1900·1 month ago
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Individual Equity Strategy Intern (Summer 2027)
US-MA-Boston-1 Post Office-2400·1 month ago
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Marketing Intern
Morristown, NJ·1 month ago
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Associate Wealth Advisor
Columbus, OH·1 month ago
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Associate, Personal CFO - Newport Beach, CA
Newport Beach, CA·1 month ago
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Senior Executive Assistant
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Senior Tax Associate
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Onboarding Specialist II
US-MA-Boston-1 Post Office-2400·1 month ago
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Project Manager, Strategy & Operations
US-WA-Seattle-1420 5th Ave-Suite 1500·1 month ago
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Client Success Specialist II
Houston, TX·2 months ago
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West Regional Facilities Manager
Houston, TX·2 months ago
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Tax Director
US-OH-Shaker Heights-3401 Tuttle-0290·2 months ago
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Real Estate Finance Assistant Project Manager
US-NY-Midtown-101 Park Ave-3100·2 months ago
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Onboarding Specialist II
Morristown, NJ·2 months ago
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Client Service Specialist II
US-MA-Boston-1 Post Office-2400·2 months ago
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Office Manager I
Morristown, NJ·2 months ago
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Senior Infrastructure Engineer
US-TX-Austin-500 W 2nd-1900·2 months ago
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Wealth Analyst
US-IL-Chicago-10 SWacker-3100·2 months ago
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Past positions (23)

Finance Associate
US-NY-Midtown-101 Park Ave-3100·1 week ago
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Executive Assistant – Office of the CEO
US-FL-Miami-830 Brickell-4900·4 weeks ago
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Senior Compensation Associate
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Senior Analyst, Procurement Strategy & Value Management
US-FL-Miami-830 Brickell-4800·1 month ago
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Senior Cybersecurity Associate
US-IL-Chicago-10 SWacker-3100·1 month ago
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Client Service Specialist II
Atlanta, GA·1 month ago
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Entry Level, Personal CFO Associate - Atlanta, GA
US-GA-Atlanta-3344 Peachtree-2000·1 month ago
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Wealth Analyst
US-WA-Seattle-1420 5th Ave-Suite 1500·1 month ago
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Investment Associate, Portfolio Construction
Menlo Park, CA·1 month ago
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Senior Associate, Internal Controls - Miami, FL
US-FL-Miami-830 Brickell-4900·1 month ago
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Office Manager I
Dallas, TX·1 month ago
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Onboarding Specialist
CA-ON-Toronto-130 King Street-2250·1 month ago
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Personal CFO Associate - New York, NY
US-NY-Midtown-101 Park Ave-3100·1 month ago
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Personal CFO Associate, Sports Practice - Fort Lauderdale, FL
US-FL-Ft Lauderdale-200 ELas Olas-1550·1 month ago
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Tax Intern
US-OH-Shaker Heights-3401 Tuttle-0290·1 month ago
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Client Service Specialist II
US-UT-Salt Lake City-36 S State-1125·2 months ago
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Associate Wealth Advisor
San Diego, CA·2 months ago
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Senior Client Service Specialist
Morristown, NJ·2 months ago
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Wealth Analyst
US-CO-Denver-200 Clayton -0300·2 months ago
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Real Estate Director, Business Governance
US-NY-Midtown-101 Park Ave-3100·2 months ago
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Senior Platform Engineer
US-TX-Austin-500 W 2nd-1900·2 months ago
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Director, IT Procurement & Vendor Strategy
US-FL-Miami-830 Brickell-4800·2 months ago
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Associate Wealth Advisor
Seattle, WA·2 months ago
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