Cerity Partners Management

Primary Responsibilities:Relationship Coverage & Development:Support and expand existing GP and co-investment platform relationships.Manage communications and reporting from fund sponsors.Assist in sourcing new fund co-investment and direct opportunity leads.Due Diligence & An المزيد...

Position Summary:Cerity Partners Ventures (CPV) is hiring an Associate for our industrial technology team. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with industry leaders like Avery Dennison International Paper IN المزيد...

Position Summary:We are seeking a knowledgeable and experienced Annuity and Life Insurance Specialist to join our Risk Management team. Our Risk Management team is the central group of colleagues that works with client facing colleagues to meet their insurance needs. The ideal candida المزيد...

Position Summary: Cerity Partners OCIO seeks an experienced highly skilled and talented candidate for a Client Portfolio Manager role. This individual will primarily focus on and serve the investment needs of endowments and foundations throughout the US. Clients will view this individ المزيد...

Are you a college student looking for a winter internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guid المزيد...

The Infrastructure Engineer serves a critical hybrid role ensuring the smooth daily operations of Cerity Partners IT infrastructure while maintaining robust security posture across all systems. This position uniquely combines infrastructure engineering with cybersecurity responsibilit المزيد...

Position Summary:The Client Relationship Manager role focuses on the development of client relationships and ongoing client support. Responsibilities include maintaining client and vendor relationships presenting relevant materials to clients or team members and other basic administra المزيد...

The Principal 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 advisor w المزيد...

Position Summary:The Operations team at Cerity Partners plays a critical role in ensuring firmwide efficiency consistency and scalability. This role is responsible for translating firm-level initiativesdeveloped by the Change Management Teaminto actionable measurable and sustainable o المزيد...

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.Primary Responsibilities:Assist advisory team with onboarding of new clients: customize المزيد...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. Responsibilities include oversight of custodian operations including assisting with account openings processing paperwork and working c المزيد...

The Cerity Partners Family Office is seeking a highly organized and detail-oriented Trust & Estate Operations Associate to join our Estate Planning this role you will manage project workflows review legal documents and prepare client-facing materials. The ideal candidate is eager المزيد...

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

We are looking at add a Data Engineering Manager to our technology team at Cerity Partners to continue evolving the foundations of the firms data management practice. We are looking for a player-coach who is comfortable leading the technical design and development of Cerity Partners d المزيد...

Position Summary:The Office Manager will be responsible for maintaining the overall professional office environment for both colleagues and ultra-high net worth clients. Candidates must be resourceful and possess the ability to develop and maintain in-office protocols; streamline all المزيد...

A Senior Associate Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values.Primary Responsibilities:Assist the Wealth Advisor in the management of existing client relationships.Lead certain client relationships independently. المزيد...

Position Summary: Cerity Partners OCIO seeks an experienced highly skilled and talented candidate for a Client Portfolio Manager role. This individual will primarily focus on and serve the investment needs of endowments and foundations throughout the US. Clients will view this individ المزيد...

Are you a college student looking for a winter internship that will provide real world experience Do you want to work with a collaborative team that believes in putting people first and holding each other accountable Would you like to be part of a team who works to empower assist guid المزيد...

Position Summary:Cerity Partners Cross-Border Team is seeking a dynamic early-to-mid-career professional with a strong foundation in financial planning and investing to join our growing team. This unique role offers an opportunity to collaborate with a group of highly skilled financia المزيد...

Position Summary:As a member of the Business Integration & Change Management Team you will play a crucial role in supporting our Inorganic Growth Strategy. Your primary responsibility will be to assist in the successful integration of newly merged firms into Cerity Partners. You w المزيد...