Jobs at Cerity Partners

Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.

Support OCIO portfolio management through monitoring, monthly rebalancing, and trade execution (ETFs, futures, options). Maintain and enhance internal portfolio tools and data integrations, monitor liquidity and performance, build transition plans, and perform ad hoc investment analysis.

The Marketing Services Coordinator manages inbound marketing requests, prioritizes and categorizes them, executes approved requests, maintains status records, and communicates with stakeholders. This role requires strong organization and professionalism in a fast-paced environment.

Work on a dedicated venture fund team sourcing and evaluating startup investment opportunities across AI, insurtech, construction and built-world sectors. Meet founders, research market trends, track deal flow, assist with due diligence, and support investment decision-making.

Design and maintain data models, build and optimize data pipelines and database infrastructure, integrate data with BI tools, ensure data quality and governance, troubleshoot performance and downtime, and collaborate with stakeholders to deliver reliable analytics and reporting.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.

The Business Development Associate supports sales efforts by coordinating meetings, managing inquiries, facilitating onboarding, and ensuring CRM data integrity.

Provide executive administrative support to the Chief Growth Officer and Chief Solutions Officer and their teams: coordinate events, manage meeting and travel logistics, prepare expense reports and presentation materials, support growth initiatives and business development, perform daily operational tasks, and maintain confidentiality and compliance while collaborating across the firm.

The Social Media Manager will create and execute social media content to promote the Cerity Partners brand, overseeing channels and analyzing performance.

Lead tax planning and compliance for high-net-worth clients nationwide, review and sign complex returns, present tax strategies with advisory teams, prepare projections, mentor junior staff, and improve tax workflows to support scalability and client relationships.

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, maintains client relationships, and assists with staff development in a remote environment.

The Billing & Revenue Analyst will manage client billing functions, ensure accuracy of client setups, resolve billing issues, and drive collaboration across Finance and Operations teams.

Support merger due diligence and integration processes by coordinating meetings, managing documentation, and utilizing project management tools. Assist in tracking workstreams and communication.

Lead product management for internal technology initiatives, translating business strategy into prioritized backlogs, managing sprints, coordinating cross-functional projects (data engineering, Salesforce, integrations), refining requirements, coordinating releases, and improving agile processes to ensure predictable delivery and stakeholder alignment.