Jobs at Cerity Partners

Supports Orion and Addepar portfolio reporting systems, including account setup, custodian linking, reconciliation, alternative asset integration, performance updates, dashboards, templates, and client reporting. The role assists with advisor onboarding, historical data conversion, testing, documentation, internal controls, compliance, issue resolution, and process improvement. It also serves as an operations contact for advisors, custodians, and technology providers.

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Remote, unpaid 12-week externship teaching venture capital fundamentals through weekly classes and hands-on experience. Students conduct industry research, source and evaluate potential investments, work with CPV investment professionals, and present their learnings. The program requires approximately five hours per week and is designed for currently enrolled undergraduate students, preferably juniors or seniors, with strong analytical, research, organizational, communication, academic, and time-management skills.

Support ultra-high-net-worth families with financial planning, investment and tax analysis, trust and estate coordination, account administration, client communications, and family office reporting. The role manages CRM data, prepares client meeting materials, tax projections, returns, and customized planning exhibits while coordinating with clients, custodians, and external advisors. It also supports complex multi-generational family structures and new technology or process implementations.

Manage client setup, quarterly billing runs, billing distribution, billing issue resolution, and ad hoc billing requests. Partner with Accounts Receivable and cross-functional Finance and Operations teams to ensure billing and payment accuracy and improve processes. The role requires strong attention to detail, analytical and financial experience, and proficiency with Excel and portfolio accounting systems such as Orion or Addepar.

Develop and execute integrated marketing strategies for advisor teams across digital, content, email, social, and events. Partner with senior stakeholders, manage annual marketing plans, coordinate cross-functional campaigns, maintain marketing content, track performance and ROI, and use analytics to optimize initiatives. The role also advises advisors, identifies growth opportunities, ensures brand consistency, and shares successful campaigns across the firm.

Prepare and review complex tax returns for high-net-worth individuals, trusts, partnerships, corporations, foundations, and foreign filings. Manage tax projections, estimated taxes, extensions, notices, audits, research, workpapers, and special forensic projects. Provide tax planning and related financial services while collaborating with wealth management teams and maintaining strong client relationships.

Provides personalized wealth planning and family office support for high-net-worth families. Responsibilities include client relationship management, account administration, CRM maintenance, financial and investment planning, tax projections and returns, estate and retirement analyses, trust and foundation coordination, reporting, and collaboration with internal and external advisors.

Prepare and manage compiled, reviewed, and audited financial statements for complex real estate, partnership, trust, foundation, closely held business, and high-net-worth individual entities. Apply GAAP and tax-basis accounting, perform audit fieldwork, research technical issues, review bookkeeping, complete forensic projects, and manage multiple engagements independently. Maintain client relationships, meet deadlines, and deliver accurate workpapers and financial reports using CCH Engagement, Workstream, QuickBooks, and Microsoft Office 365.

Supports Wealth Advisors with client onboarding, account openings, cash transfers, reporting, financial planning analysis, CRM maintenance, client meetings, research, and development of personalized wealth and investment recommendations. The role manages client service requests, prepares meeting materials, maintains Salesforce and eMoney records, and helps build comprehensive financial plans. New graduates receive four weeks of in-person training and preparation for the Series 65 examination.

Review and sign complex individual and business tax returns for high-net-worth clients, lead integrated tax planning discussions, prepare projections, and advise clients and financial advisory teams. The role also mentors junior staff, supports client relationship development, ensures compliance, and improves tax workflows. Candidates need substantial experience with private equity, executive compensation, complex K-1s, multi-state filings, high-net-worth individuals, and family entities, plus CPA, EA, or JD credentials.

The Content Editor leads editorial production for Central Solutions and Institutional content, including thought leadership, collateral, webinars, videos, graphics, and executive bylines. Responsibilities include sourcing and interviewing subject matter experts, writing and editing, managing stakeholder and compliance reviews, maintaining the content calendar, coordinating production, tracking performance, and refreshing published materials. The role translates complex investment concepts into accessible content and uses AI tools responsibly in a regulated environment.

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.

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.