Position Summary:
The Quality and Planning Integration Associate is focused on our colleague’s adherence to our service standards and assisting with new colleague’s integration of our Cerity Partners Way.
Reporting to our Chief Training and Quality Office, this role is responsible for working with colleagues and practices to understand our service standards, our Cerity Partners client experience, and supporting their ability to follow and provide excellent client service. The consistency and high quality of our client experience (i.e., our Cerity Partners Way) is a fundamental tenet of our organization. This role plays a critical part in this.
Primary Responsibilities
Quality Reviews for Service Standards
Understand and assist in evolution of our client service standards, client experience, and consistency of client experience expectations.
Training of colleagues to help them understand and follow defined process and procedures.
Ensure transparency and consistency in service delivery expectations across practices.
Review and analyze data, client records, and client deliverables to identify gaps in client service delivery or data management.
Leverage Cerity Partners tools, including AI abilities, to scale process and procedures in identifying inconsistencies in service delivery.
Merger Integration Support for Colleague and Client Experience
Partner with the Merger Integration team to offer in-person and virtual support for service integration to our CP Way.
Assist practices with evolving their client experience, use of financial planning tools, and operational processes, including positioning with clients about changes to their deliverables and tools.
Build relationships with colleagues to help inform areas for training and development.
Strategic Collaboration
Partner with business intelligence, practice development, and training teams to create formal processes and communications around quality initiatives, outcomes, and CP Way adherence.
Partner with the practices to provide individual or collective support in aligning to the defined client and colleague experience.
Collaborate with Operations, Financial Planning, and other internal departments to enhance and evolve CP Way processes based on feedback or new tools and technology.
Required Qualifications:
Bachelor’s degree and relevant advanced degrees (JD, MBA) and/or industry certifications (CFP, CFA, CPA)
5+ years of client-facing experience providing financial planning and/or wealth management services to clients, especially ultra-high net worth clients.
Preferred Qualifications:
2+ years of experience in Operations or similar functions in a wealth management organization
Experience with wealth management and financial planning tools, e.g., eMoney, Orion, Addepar, Eclipse, Holistiplan, BNA, StockOpter
Experience with Custodian Platforms (Fidelity & Schwab)
Experience with Salesforce, Zocks, Box, Claude (or similar AI tools)
Skills and Competencies:
Strong coaching and consulting skills with the ability to build credibility at all organizational levels
Excellent interpersonal and communication skills, both written and verbal
Strategic thinking and business acumen
Consultative approach and relationship building
Analytical and diagnostic skills
Project management and organizational skills
Discretion and confidentiality in handling sensitive client information
Adaptability and change management capabilities
Passion for developing people and advancing careers
Compensation Range:
$125,000 - $175,000
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 and relevant advanced degrees (JD, MBA) and/or industry certifications (CFP, CFA, CPA)
- 5+ years of client-facing experience providing financial planning and/or wealth management services
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/.
