The Wealth Advisor will manage client relationships, develop investment strategies, onboard new clients, and mentor colleagues in wealth planning.

The Workday Specialist configures and optimizes Workday HCM, Payroll, and Talent modules, managing data integrity and integrations while collaborating with business stakeholders.

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

The Wealth Planner supports a Wealth Advisor in managing client relationships, develops financial plans, assists with onboarding new clients, and conducts research to meet clients' financial goals.

The Business Strategy Associate will facilitate communication across teams, manage projects, analyze financial data, and support growth strategies, aiming to improve operational efficiency.

Serve as a Wealth Management Principal providing financial planning, portfolio management, and client relationship leadership for ~75-80 clients. Mentor associates, coordinate client meetings, produce financial plans using e-Money, make trade recommendations, and drive new business and referrals while adhering to firm and regulatory standards.

Serve as a wealth planner managing 70–85 clients, delivering portfolio management, financial and tax-sensitive planning, client reviews, investment recommendations, asset allocation, cash management, and proactive client contact. Support firm activities and uphold professional and compliance standards. Some local travel between San Francisco and Silicon Valley, with infrequent out-of-state client visits.

Oversee and manage change management projects, develop presentations, gather stakeholder requirements, perform analysis, create documentation, and collaborate with teams to drive change initiatives.

The Senior Tax Accountant prepares and reviews tax returns, conducts tax research, provides advisory services, and manages client relationships.

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 Wealth Planner will assist a Wealth Advisor in managing client relationships, preparing financial plans, transactions, and ensuring a quality client experience.

Manage and grow client relationships, develop customized wealth plans, onboard new clients, coordinate cross-department solutions, lead client meetings, mentor colleagues, and ensure exceptional client service and asset growth.

As an Investment Associate, you will identify and evaluate potential start-up investments, conduct research, assist with due diligence, and report on deal flow.

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 Wealth Planner develops individualized financial plans, manages client relationships, assists in onboarding clients, and provides recommendations to meet financial goals.

The Operations Associate will support business development by tracking pipelines, conducting research, preparing marketing materials, and assisting in financial reporting.

Assist the advisory team with client onboarding, manage cash transfers, schedule meetings, input data into financial software, and develop financial plans.

Support a Wealth Advisor by managing client relationships, conducting investment and securities research, preparing financial plans, handling onboarding, reporting and trading, and maintaining CRM and planning tools to deliver comprehensive wealth management.

Provide administrative and client-facing support for advisors: schedule meetings, prepare materials, maintain CRM and client records, handle mail and cashiering, coordinate events, and support practice initiatives and onboarding.

The Wealth Planner supports a Wealth Advisor in managing client relationships and develops financial plans and recommendations to meet client goals.