Jobs at Cerity Partners

Sources and evaluates startup investment and commercial partnership opportunities for corporate venture capital clients. Responsibilities include meeting founders, assessing business plans and pitches, developing entrepreneur relationships, researching industries and market trends, tracking deal flow, supporting due diligence, and assisting with transaction closings.

Serves as the first point of contact for clients and visitors while providing tax administrative support. Responsibilities include phone and email communication, document scanning and filing, mail and shipping coordination, tracking tax return statuses and authorizations, client onboarding, invoicing support, workflow coordination, meeting planning, process improvement, and office supply management.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, investment portfolios, tax planning research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate on projects, and gain exposure to senior leadership and registered investment advisory operations.

Supports wealth management partners by maintaining investment models, monitoring portfolio compliance and drift, processing trades and rebalances, raising and investing cash, preparing portfolio analysis, and recommending investment actions. The role also coordinates with custodians, develops client-ready materials, supports client conversations, and progresses toward proactive portfolio management while pursuing the CFA designation.

Leads onboarding and implementation of workplace financial counseling programs, developing standardized processes, playbooks, training, and operational frameworks. Coordinates corporate stakeholders, advisors, marketing, billing, communications, and internal teams. Uses engagement data and advisor feedback to improve utilization, recommend engagement strategies, and identify corporate expansion opportunities.

Develops comprehensive financial and wealth plans, analyzes client data, creates recommendations and scenarios, supports Wealth Advisors, and assists with client meetings. Maintains Salesforce CRM and eMoney planning software, prepares review materials, conducts research, tracks planning metrics, manages follow-ups, resolves client questions, and supports recommendation implementation and financial planning marketing content.

Supports fund accounting and operations for client investment portfolios. Responsibilities include monitoring correspondence, managing investment documents and reminders, assisting with trade settlement and margin management, maintaining information and access records, supporting operating expense processes, reviewing monthly account closings and reports, and completing ad hoc operational projects.

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic tax data using GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role offers hands-on exposure to tax preparation, wealth management, and financial planning while requiring confidentiality, attention to detail, collaboration, and strong communication.

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic data in GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role requires undergraduate enrollment in finance, accounting, or a related business field, a minimum 3.2 GPA, proficiency with Microsoft Office and Adobe applications, strong communication and collaboration skills, attention to detail, and confidentiality.

Paid summer internship supporting the tax team with federal, state, and local individual and business income tax returns, workpaper preparation, and tax research. The intern will gain hands-on experience in wealth management and financial planning while collaborating with senior professionals. Candidates should be undergraduate students studying finance, accounting, or a related field, with strong organization, communication, accuracy, and Microsoft Office skills.

Manages client relationships, develops personalized wealth planning strategies, leads client and prospect meetings, supports onboarding, coordinates tax, legal, and investment services, and grows assets under management. The Wealth Advisor also mentors colleagues, supports client transactions, drives retention and business development, and ensures exceptional client outcomes and service.

Paid summer internship supporting wealth management and financial planning. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, portfolio maintenance, tax planning research, data gathering, plan development, and investment portfolio implementation. Interns will use CRM and financial planning software, conduct independent research, build spreadsheets, and collaborate virtually on projects.

Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.

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.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, portfolio implementation, tax planning research, investment portfolios, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate on projects, and gain exposure to senior leadership and registered investment advisory operations.

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.

Supports wealth management clients and advisors through account opening, fund transfers, invoicing, bill pay, reconciliations, accounts payable administration, reporting, document management, and telephone support. Maintains accounting and bill-pay software, vendor files, procedures, and IRS-compliant records while coordinating with third-party advisors and vendors.

Paid summer internship supporting investment portfolio monitoring, analysis, reporting, external manager reviews, database and financial model maintenance, capital markets research, and written investment reports. The intern will work with analysts and portfolio managers on multi-asset portfolios and contribute to financial planning or investment research projects. The role requires a Finance-related degree, strong analytical and communication skills, attention to detail, and proficiency with Excel, PowerPoint, Word, and Bloomberg.

Lead investment management for a $4 billion wealth management practice, including ownership of a quantitative equity model, portfolio implementation across thousands of accounts, tax-sensitive customization, and risk monitoring. Manage and mentor the investment team, coordinate strategy with the Investment Committee, and communicate portfolio strategy and performance to investment professionals, advisors, colleagues, and clients.