Jobs at Cerity Partners

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

The Orion Reporting Analyst supports performance reporting through system set-ups, reconciliations, and client integration. Responsibilities include data accuracy monitoring, template development, and operational issue resolution while documenting processes and enhancing reporting workflows using technology and analytics.

As a Billing & Revenue Associate, you will manage client billing functions, collaborate across teams, and resolve billing issues.

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

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

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

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, builds client relationships, and mentors junior staff. They oversee intricate partnership and real estate taxation issues, collaborating closely with clients and advisors throughout the year.

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

Lead design and delivery of individualized development plans and training for client-facing wealth management colleagues. Assess talent, coach managers, implement curricula, evaluate outcomes, and align career pathways with firm objectives.

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.

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

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 Senior Associate Compliance role manages compliance oversight for trading activities, ensuring adherence to regulations, identifying risks, and collaborating across teams. Responsibilities include trade surveillance, risk assessments, and compliance documentation.

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.

The Brand Campaign & Events Specialist manages brand budgets, oversees sponsorships, coordinates events, and handles awards. Responsibilities include project management and stakeholder communication.