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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.

Seeking an experienced Full Stack Engineer to develop and maintain websites, optimize performance using JavaScript and TypeScript, and migrate to a new hosting platform.

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

The Senior Tax Manager will oversee tax return preparation, manage client relationships, review accounting work, train staff, and ensure compliance with multifaceted tax regulations. Experience in real estate partnerships is required.

The Performance Marketing Manager executes and optimizes paid media campaigns, manages HubSpot, oversees email marketing, analyzes campaigns, and collaborates with various teams to achieve marketing goals.

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

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.

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.