Jobs at Cerity Partners

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

The Principal Wealth Advisor handles business development through relationship building, identifying clients, servicing existing accounts, and representing the firm at events to drive growth.

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 Senior Business Services Advisor will provide high-level advisory services, manage client engagements, and mentor team members while formulating business strategies and financial reports.

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.

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

The CRM Data Analyst will support CRM conversion projects, manage project tasks in Asana, integrate new advisors into Salesforce, maintain documentation, and assist with various analytical and improvement projects.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

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.

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

Support financial planning and wealth management teams as an eMoney super-user: train users, troubleshoot issues, maintain procedures, create training materials, manage user onboarding/offboarding, and liaise with custodians and reporting systems to ensure efficient use of planning tools.

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

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.

Work on a dedicated venture fund team sourcing and evaluating startup investment opportunities across AI, insurtech, construction and built-world sectors. Meet founders, research market trends, track deal flow, assist with due diligence, and support investment decision-making.

Design and maintain data models, build and optimize data pipelines and database infrastructure, integrate data with BI tools, ensure data quality and governance, troubleshoot performance and downtime, and collaborate with stakeholders to deliver reliable analytics and reporting.

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.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account transactions, maintaining CRM and planning software, preparing client meeting materials, conducting research, and presenting recommendations to help clients meet financial goals while delivering exceptional client service.

The Business Development Associate supports sales efforts by coordinating meetings, managing inquiries, facilitating onboarding, and ensuring CRM data integrity.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.