Cerity Partners

Position Summary:Cerity Partners is seeking aDigital Enablementand AISpecialistto join ournewly formed DigitalWorkplaceteam in ourTechnologyorganizationasasubject matter expert for our productivity and collaboration platform stack. This role sits at the intersection of technology and

Position Summary:Cerity Partners is seeking aDigital Enablementand AISpecialistto join ournewly formed DigitalWorkplaceteam in ourTechnologyorganizationasasubject matter expert for our productivity and collaboration platform stack. This role sits at the intersection of technology and

Position Summary:The Practice Development Officer willbe responsible forsupporting the growth and operational success of wealth managementpracticesat Cerity Partners. This includesfacilitatingnew business opportunities enhancing existing client relationships driving marketing initiati

Position Summary:The Practice Development Officer willbe responsible forsupporting the growth and operational success of wealth managementpracticesat Cerity Partners. This includesfacilitatingnew business opportunities enhancing existing client relationships driving marketing initiati

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing basic reports. Th

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing basic reports. Th

Position Summary:We are seeking an Associate to support Cerity Partners legal department. The Associate Legal Counsel will help manage the legal departments shared inbox and provide legal support across a broad range of commercial and contractual matters partnering closely with the le

Position Summary:We are seeking an Associate to support Cerity Partners legal department. The Associate Legal Counsel will help manage the legal departments shared inbox and provide legal support across a broad range of commercial and contractual matters partnering closely with the le

Position Summary:The Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary ad

Position Summary:The Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary ad

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will develop individualized f

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will develop individualized f

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax this role you will assist in engaging maintaining and improving client relationships through the preparation of Business Individual and Fiduciary tax returns

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax this role you will assist in engaging maintaining and improving client relationships through the preparation of Business Individual and Fiduciary tax returns

Position Summary:The Trading Associate will join Cerity Partners centralized Albany trading group providing trading rebalancing and investment management support across thepracticesadvisor base. While this position does not directlyinterface withclients all tradingactivity carriesfidu

Position Summary:The Trading Associate will join Cerity Partners centralized Albany trading group providing trading rebalancing and investment management support across thepracticesadvisor base. While this position does not directlyinterface withclients all tradingactivity carriesfidu

The Portfolio Manager is responsible for overseeing investment strategy portfolio construction and performance management for a dedicated client segment within a large multi-team RIA firm. This role combines hands-on portfolio management with leadership responsibilities guiding a team

The Portfolio Manager is responsible for overseeing investment strategy portfolio construction and performance management for a dedicated client segment within a large multi-team RIA firm. This role combines hands-on portfolio management with leadership responsibilities guiding a team

Position Summary:At Cerity Partners weve experienced a strong period of growth as the direct result of increased efficiency and productivity. To continue this trajectory were searching for a motivated Practice Operations Specialist/Manager to support our partner leadership and New Yor

Position Summary:At Cerity Partners weve experienced a strong period of growth as the direct result of increased efficiency and productivity. To continue this trajectory were searching for a motivated Practice Operations Specialist/Manager to support our partner leadership and New Yor

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

The Head of Wealth Management Trading leads Cerity Partners dedicated central trading program serving as the primary point of accountability for trade execution quality operational excellence and team culture. This leader drives a high-performance service-first environment minimizing

The Head of Wealth Management Trading leads Cerity Partners dedicated central trading program serving as the primary point of accountability for trade execution quality operational excellence and team culture. This leader drives a high-performance service-first environment minimizing

Do you enjoy helping users get the most out of technology Are you passionate about solving problems and working with a diverse team of internal and external partners to resolve issues Does working on projects on a wide variety of different platforms keep you interested Do you want to

Do you enjoy helping users get the most out of technology Are you passionate about solving problems and working with a diverse team of internal and external partners to resolve issues Does working on projects on a wide variety of different platforms keep you interested Do you want to

The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firms leadership team that combines research and advisor engagement. The visibility and responsibility of havin

The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firms leadership team that combines research and advisor engagement. The visibility and responsibility of havin

Position Summary:Do you like adding value to a team especially when you can see the impact to the end client Would you value working for a collaborative team that puts clients firstDo you want to impact the financial lives of people for the better If yes we believe you would be an out

Position Summary:Do you like adding value to a team especially when you can see the impact to the end client Would you value working for a collaborative team that puts clients firstDo you want to impact the financial lives of people for the better If yes we believe you would be an out

Grow Your Expertise. Expand Your Impact.Are you a tax professional looking for more than year-end compliance work Do you want to continually expand your expertise while applying it in deeper more meaningful ways for clients Do you want your career potential to expand without artificia

Grow Your Expertise. Expand Your Impact.Are you a tax professional looking for more than year-end compliance work Do you want to continually expand your expertise while applying it in deeper more meaningful ways for clients Do you want your career potential to expand without artificia

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax this role you will assist in engaging maintaining and improving client relationships through the preparation of Business Individual and Fiduciary tax returns

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax this role you will assist in engaging maintaining and improving client relationships through the preparation of Business Individual and Fiduciary tax returns

Position Summary: Cerity Partners is seeking a high-performing relationship-driven professional to join the Cerity Partners Growth Office Team as an Advisor Growth & Lead Conversion this mid-level role you will serve as the critical bridge between our advisor population and the broad

Position Summary: Cerity Partners is seeking a high-performing relationship-driven professional to join the Cerity Partners Growth Office Team as an Advisor Growth & Lead Conversion this mid-level role you will serve as the critical bridge between our advisor population and the broad

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will develop individualized f

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will develop individualized f

Position Summary:The Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary ad

Position Summary:The Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary ad