Position Summary:
As a founding PM of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in foundational decisions about architecture, design, systems, data, product, and business strategy.
This is a rare opportunity to build product at the 0 to 1 stage, and ship it immediately to scale. You will work directly with Will Peng, Chief Innovation Officer — a former founder of a fintech company that raised $40M and exited in 2025.
About Cerity Partners
Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement. We serve high- and ultra-high-net-worth individuals and families, business owners, and institutions with comprehensive financial planning, investment, tax, and retirement solutions.
Backed by growth capital from Genstar Capital, Warburg Pincus, and Lightyear Capital, Cerity Partners ranks in the top 10 RIA's in the country by Barron's. Founded in 2009, we are extremely entrepreneurial and feel we are still in the early innings.
Our mission is to make every client steadier than we found them. We measure ourselves not by what we deliver, but by whether the people who trust us are better for it. Advice, service, and care do not bend to compensation, affiliation, or convenience — and they do not bend to the size of the client. We uphold the fiduciary standard at its highest levels.
The Innovation Team at Cerity Partners
Cerity Partners' Innovation Team is the firm's center of excellence for the strategy and deployment of technology and applied AI.
We are combining the best of technology and professional services to build the future of financial services. We believe the biggest opportunity is in the application of AI to scaled, complex industries like wealth and investment management — to raise the bar for quality of service, in service to our clients.
This is a rare opportunity to join a generational company at a key inflection point. We are extremely ambitious and entrepreneurial, and approach innovation with a "blank sheet of paper" mindset — so there will be no shortage of exciting technical challenges to work on.
We approach every problem through the lens of experience and design, with the client at the center. Our team partners with colleagues across the entire business to understand workflows, and create cohesive experiences across the client, advisor, and colleague journey.
Our vision is to build the new OS of wealth intelligence. We are building the entire AI stack — harness, context, memory, evals, agents, models, workflows, data, knowledge — both in applying it to wealth management, as well as in how we work and collaborate with each other.
By fully leveraging the insights and institutional expertise of the firm, we will move the firm into a client-first, AI-native era.
Primary Responsibilities
- Strategic Collaboration: Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
- Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
- Stakeholder Alignment: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
- Cross-Functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
- Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
- Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
- Release Coordination: Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
- Process Optimization: Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
- Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
- Stakeholder Communication: Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.
Required Qualifications:
- 7+ years of experience as a Product Owner or Product Manager in a technology environment
- Salesforce platform familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
- Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
- Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
- Strong experience with Agile methodologies and sprint management practices.
- Experience working with cross-functional teams including data engineering, software development, and business operations
- Demonstrated ability to translate business requirements into technical specifications and user stories
- Demonstrated ability to operate in ambiguity and building 0-to-1 products from first principles rather than established processes.
- Excellent stakeholder management skills with experience presenting to senior leadership
- Strong analytical and problem-solving skills with acute attention to detail
- Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
- Exceptional communication and organizational skills with ability to manage multiple competing priorities
- Proven ability to work independently while collaborating effectively with geographically distributed teams
- Growth mindset with willingness to learn new technologies and adapt to evolving business needs
Compensation Range:
$150,000 - $200,000
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
- 7+ years of experience as a Product Owner or Product Manager in a technology environment
- Salesforce platform familiarity, including customization, development processes, and integration capabilities
- Financial services industry experience, including wealth management, investment advisory, or related operations
- Experience managing complex, multi-domain technology projects with predictable delivery outcomes
- Strong experience with Agile methodologies and sprint management
- Experience working with data engineering, software development, and business operations teams
- Ability to translate business requirements into technical specifications and user stories
- Experience building 0-to-1 products and operating in ambiguity
- Strong stakeholder management and senior leadership presentation experience
- Strong analytical, problem-solving, and attention-to-detail skills
- Experience with project management and collaboration tools; Asana and Confluence familiarity
- Exceptional communication, organizational, prioritization, and multitasking skills
- Ability to work independently with geographically distributed teams
- Growth mindset and willingness to learn new technologies
- Authorization to work for any employer in the United States
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.
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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.
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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.
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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/.
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