Primary Responsibilities
As a member of the operations team your responsibilities would include the following activities:
Support of the Orion system which is used for client performance reporting. This includes:
New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments.
Daily update/reconciliation
Monitor reporting and integration of alternative assets
Monthly performance updates
Proactively monitor dashboards to ensure system integrity and data accuracy
Develop custom templates and summary reports as needed
Serve as a point of contact for all operations issues for advisor teams, custodians and third-party solution providers
Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform.
Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.
Support the integration of new advisors onto the Orion system. This includes:
Establish the clients / accounts
Link to custodians
Conversion of history (transactions, balances and performance)
Reconciliation of history conversion
Population of custom attributes
In conjunction with users, create and test client packages
Ensure the existence of adequate internal controls and compliance with regulatory requirements
Assist with improvement projects, ad-hoc projects and complete assigned research projects
Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies
Required Qualifications:
Bachelor’s degree required; in Business or financial services preferred.
Experience using Salesforce
5 - 7 years' experience in portfolio reporting and performance management software; Orion
Experience supporting client portfolio reporting, investment data management, or portfolio oversight within a wealth management or financial services environment
Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team.
Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm.
An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges.
Team player who welcomes feedback with the goal of continuous improvement.
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills.
Demonstrated ability to apply AI or advanced analytics tools to optimize reporting workflows and enhance decision-making.
Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time.
Proficiency in technology/applications a must – experience with excel required
Compensation Range:
$90,000-$110,000
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.
Skills Required
- Bachelor's degree
- Business or financial services educational background
- Experience using Salesforce
- 5–7 years of experience with portfolio reporting and performance management software
- Experience with Orion
- Experience supporting client portfolio reporting, investment data management, or portfolio oversight in wealth management or financial services
- Ability to work independently in a remote or virtual environment with distributed teams
- Ability to manage up and communicate directly with management and partners
- Analytical problem-solving and solutions-oriented approach
- Strong verbal and written communication, presentation, organizational, and attention-to-detail skills
- Ability to apply AI or advanced analytics tools to improve reporting workflows and decision-making
- Proficiency with technology applications and Microsoft Excel
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
-
Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
-
Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
-
Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
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. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
.jpeg)
