Teams at Cerity Partners

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

Lead product management for internal technology initiatives, translating business strategy into prioritized backlogs, managing sprints, coordinating cross-functional projects (data engineering, Salesforce, integrations), refining requirements, coordinating releases, and improving agile processes to ensure predictable delivery and stakeholder alignment.

Provide in-house legal support by reviewing and negotiating vendor contracts, NDAs, and commercial agreements; advise advisors and colleagues on client agreements; manage legal intake and coordinate with outside counsel; support ad hoc legal projects and overflow for a growing RIA.