Primary Responsibilities:
- Be the connective tissue across senior leadership, advisors, and the broader sales team — translating complex data and ideas into clear narratives that drive decisions and move initiatives forward
- Build presentations and reports that go directly to executive leadership — polished, precise, and built to influence
- Hunt down and resolve client issues by digging into the details, coordinating across teams, and seeing problems through to resolution
- Lead work streams and projects from kickoff to completion — organizing stakeholders, tracking progress, removing blockers, and keeping things moving
- Develop and maintain dashboards and reporting tools that give leadership and the sales team a real-time pulse on growth and performance
- Support advisors with growth strategy and execution — helping identify opportunities, organize priorities, and bring structure to ambitious goals
- Take notes, synthesize takeaways, and drive accountability in leadership meetings — then follow through
- Leverage research and data analysis to identify new business development opportunities in private client and institutional markets
- Cultivate strong cross-functional relationships to improve team efficiency, knowledge sharing, and operational scalability
Required Qualifications:
- Generalist Strength: You're comfortable with financial and data analysis, project management, and executive presentation
- Financial Background: 2+ years of experience in finance, FP&A, accounting, or financial analytics; strong understanding of financial statements, revenue, and performance metrics
- Project Management: Demonstrated ability to organize and lead multi-team initiatives, manage competing priorities, and drive results
- Technical Proficiency: Strong command of Excel and PowerPoint; experience with Salesforce a strong plus
- Communication Excellence: Clear, confident written and verbal communicator
- Analytical Mindset: Detail-oriented with the ability to spot patterns, flag anomalies, and translate data into actionable insights
- Industry Background: Experience at a Registered Investment Advisor (RIA), financial services firm, or in a corporate finance/tax environment strongly preferred
- Educational Foundation: Bachelor's degree in Finance, Business, Accounting, or a related field; CPA or project management certifications a plus
Compensation Range:
$65,000 - $75,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Top Skills
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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