Teams 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.