Cerity Partners

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions processes detailed account tasks and handles escalated issues ensuring seamless account openings money movements an

The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions processes detailed account tasks and handles escalated issues ensuring seamless account openings money movements an

Cerity Partners is seeking a detail-oriented and highly organized Personal & Administrative Assistant to support a senior team member on a part-time basis. This role blends executive-style administrative support with personal assistance covering calendar management correspondence trav

Cerity Partners is seeking a detail-oriented and highly organized Personal & Administrative Assistant to support a senior team member on a part-time basis. This role blends executive-style administrative support with personal assistance covering calendar management correspondence trav

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

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

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: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: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