Cerity Partners
Cerity Partners Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Provides adoption assistance
Offers generous parental leave
Provides family medical leave
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers performance bonuses
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides bereavement leave
Provides paid holidays
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Recently posted jobs
Financial Services
Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.
Financial Services
Manages the four-month onboarding and transition of newly acquired wealth management advisors. Responsibilities include client data migration, Salesforce and Orion setup, data integrity verification, customized onboarding plans, training coordination, milestone tracking, issue escalation, logistical support, and final handoffs to centralized teams. The role serves as the primary liaison among advisors and portfolio management, trading, compliance, technology, and operations teams.
Financial Services
Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.
