Top Tech Jobs & Startup Jobs

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

The Senior Business Services Advisor will provide high-level advisory services, manage client engagements, and mentor team members while formulating business strategies and financial reports.

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.

The Wealth Advisor will manage client relationships, develop investment strategies, onboard new clients, and mentor colleagues in wealth planning.

The CRM Data Analyst will support CRM conversion projects, manage project tasks in Asana, integrate new advisors into Salesforce, maintain documentation, and assist with various analytical and improvement projects.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

The Social Media Manager will create and execute social media content to promote the Cerity Partners brand, overseeing channels and analyzing performance.

Support financial planning and wealth management teams as an eMoney super-user: train users, troubleshoot issues, maintain procedures, create training materials, manage user onboarding/offboarding, and liaise with custodians and reporting systems to ensure efficient use of planning tools.