Jobs at Cerity Partners

Supports the Orion portfolio reporting platform through account setup, data reconciliation, performance updates, alternative-asset integration, dashboard monitoring, and custom reporting. Integrates new advisors, converts historical data, maintains controls and procedures, troubleshoots operational issues, supports requirements gathering and testing, and identifies workflow improvements using analytics and AI tools.

Provides administrative and project coordination support for merger due diligence and post-close integration. Responsibilities include coordinating meetings and events, managing calendars and documentation, preparing agendas, maintaining integration reports, building project plans, tracking milestones and workstreams, supporting Target Operating Model development, and using AI tools for transcript synthesis, communications, and document analysis.

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.

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Founding Product Manager for Cerity Partners’ Innovation Team, responsible for building 0-to-1 AI and technology products for wealth management. The role owns product roadmaps, backlogs, sprint planning, requirements, stakeholder alignment, release coordination, quality assurance, and agile process improvement. It coordinates cross-functional projects involving data engineering, Salesforce, integrations, and internal tooling while partnering with senior leadership and development teams.

Founding engineer responsible for building and scaling 0-to-1 AI-powered products for wealth management. Owns end-to-end user experiences, partners with clients and internal teams, establishes architecture and product strategy, and develops applied AI systems including agents, harnesses, models, workflows, memory, context, and evaluations.

Paid summer internship supporting outsourced CIO teams with client correspondence, reporting, month-end close, account reconciliations, accounts payable, audit support, cycle counts, meeting materials, and ad hoc projects. The role provides exposure to institutional investment services, wealth management, financial planning, and senior leadership. Candidates must be enrolled undergraduates studying finance, accounting, or a related field, maintain a minimum 3.2 GPA, and be proficient in Microsoft Office.

Paid full-time financial planning internship supporting the Chief Planning Officer and Central Solutions Strategy team. Responsibilities include business operations, special projects, financial planning and estate planning technology evaluation, client segmentation, benchmarking, KPI reporting, cash flow analyses, planning materials, presentations, and advisor support. The role provides mentorship and exposure to financial planning, client relationship management, and wealth management.

Paid summer internship supporting the Investment Office with asset-class research, investment data cleansing and consolidation, database and model maintenance, data visualization, AI tool development, written analysis, IPS preparation, client proposals, and investment manager meeting support. The intern will collaborate with portfolio management and senior investment leaders while gaining exposure to institutional multi-asset investing and financial technology solutions.

Paid, full-time Investment Office internship supporting investment management and public and private market research. Responsibilities include asset class and capital markets research, preparing reports and meeting notes, maintaining investment databases and portfolio models, supporting senior investment leaders, using AI tools for research and analysis, and collaborating on financial planning or investment research projects.

Supports the investment advisory firm's compliance program through regulatory monitoring, code of ethics oversight, filings, policy administration, risk assessments, forensic testing, due diligence, communications review, and examination readiness. The role evaluates compliance risks across products, marketing materials, transactions, and business initiatives; collaborates with legal, finance, operations, technology, and investment teams; and helps improve automated monitoring and reporting workflows.

Leads digital workplace enablement by creating training programs, documentation, videos, workflow playbooks, AI use cases, and self-service resources for Microsoft 365 and related platforms. Partners with Technology and business teams to translate technical capabilities into practical guidance, support platform rollouts, facilitate an AI champion network, conduct training, track adoption, and maintain current content as features evolve.

Supports the Chief Solutions Officer and Central Solutions team on firm-wide strategic initiatives, cross-functional projects, and investment and advisory solution development. Responsibilities include preparing reports and presentations, conducting research and analysis, managing trackers and dashboards, supporting business development, coordinating meetings, and documenting outcomes. The intern gains exposure to wealth management strategy, business intelligence, and client solutions while working with senior leadership.

Prepare and manage quarterly client billing, maintain accurate client setups in portfolio accounting systems, resolve billing issues, distribute invoices, and coordinate with Accounts Receivable, Finance, and Operations. The role also supports billing process improvements and requires strong attention to detail, financial analysis, Excel proficiency, and experience with portfolio accounting systems such as Orion or Addepar.

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.

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.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.

Leads portfolio reporting operations and end-to-end ownership of Addepar and Orion platforms. Manages account setup, reconciliations, performance updates, alternative asset reporting, system integrity, advisor integrations, historical data conversions, client package testing, documentation, controls, and process improvements. Provides team leadership, mentoring, workflow coordination, and cross-functional support to ensure accurate and timely client 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.