Teams 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.