Teams 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.