Cerity Partners

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 Wealth Advisor the Wealth Planner will develop individua

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 Wealth Advisor the Wealth Planner will develop individua

We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing addition it undertakes suppo

We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing addition it undertakes suppo

Position SummaryWe are looking for someone whose mindset is about data models and who speaks fluent SQL to join our data team. As a data engineer at Cerity Partners you will play a leading role maintaining the current--and architecting the future--state of our data pipelines analytics

Position SummaryWe are looking for someone whose mindset is about data models and who speaks fluent SQL to join our data team. As a data engineer at Cerity Partners you will play a leading role maintaining the current--and architecting the future--state of our data pipelines analytics

Position Summary:ThePractice Operations Specialistis an integral member oftheCerityPartnersteam. This role blends front-of-house responsibilities with substantive operational and project-based work serving as the organizational backbone of the local office while contributing directly

Position Summary:ThePractice Operations Specialistis an integral member oftheCerityPartnersteam. This role blends front-of-house responsibilities with substantive operational and project-based work serving as the organizational backbone of the local office while contributing directly

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:As a Senior Salesforce Developer youll work in Shared Services Technology as a key member of our Application Development Team focused on building out our Salesforce instance. The ideal candidate is an experienced developer with experience working both within the Sales

Position Summary:As a Senior Salesforce Developer youll work in Shared Services Technology as a key member of our Application Development Team focused on building out our Salesforce instance. The ideal candidate is an experienced developer with experience working both within the Sales

Position Summary:CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leading brands like Kellogg T-Mobile BEHR and

Position Summary:CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leading brands like Kellogg T-Mobile BEHR and

Position Summary:The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs a key channel of organic growth for the role will support the regional Business Development Officers (BDOs) by serving as an in-office ext

Position Summary:The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs a key channel of organic growth for the role will support the regional Business Development Officers (BDOs) by serving as an in-office ext

Position Summary: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 se

Position Summary: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 se

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services this senior-level role you will serve as a trusted advisor to a dedicated list of high-net-worth individual family and business clients providing expert tax compl

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services this senior-level role you will serve as a trusted advisor to a dedicated list of high-net-worth individual family and business clients providing expert tax compl

Position Summary:Are you a tax professional looking to step into a role where you can own a function shape a process and grow with a business Cerity Partners is an entrepreneurial fast-growing RIA where the Tax Manager has a real opportunity to build this role from the ground up: iden

Position Summary:Are you a tax professional looking to step into a role where you can own a function shape a process and grow with a business Cerity Partners is an entrepreneurial fast-growing RIA where the Tax Manager has a real opportunity to build this role from the ground up: iden

Position Summary:We are seeking a dynamic and results-driven Business Development Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firms growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UH

Position Summary:We are seeking a dynamic and results-driven Business Development Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firms growth initiatives in high-net-worth (HNW) and ultra-high-net-worth (UH

Position Summary:The Marketing Services Coordinator is a high-volume process-driven execution role responsible for managing inbound marketing requests from advisors and internal business units across the firm. Requests span a defined range of marketing services including materials cr

Position Summary:The Marketing Services Coordinator is a high-volume process-driven execution role responsible for managing inbound marketing requests from advisors and internal business units across the firm. Requests span a defined range of marketing services including materials cr

Position Summary:Cerity Partners is seeking an experienced and analytical Junior Portfolio Manager - Fixed Income to support the management and oversight of fixed income portfolios. In this role you will be an integral part of the fixed income team through assisting the Senior Fixed I

Position Summary:Cerity Partners is seeking an experienced and analytical Junior Portfolio Manager - Fixed Income to support the management and oversight of fixed income portfolios. In this role you will be an integral part of the fixed income team through assisting the Senior Fixed I

Position Summary:Are you someone with impeccable attention to detail who thrives in the rule-oriented world of accounting Is organizing financial data a passion like a puzzle you cant wait to solve If yes we believe you would be an outstanding fit on our wealth management team.This is

Position Summary:Are you someone with impeccable attention to detail who thrives in the rule-oriented world of accounting Is organizing financial data a passion like a puzzle you cant wait to solve If yes we believe you would be an outstanding fit on our wealth management team.This is

Are you a tax professional who enjoys the challenge of sophisticated tax returns the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a g

Are you a tax professional who enjoys the challenge of sophisticated tax returns the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a g

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Raleigh Tax te

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Raleigh Tax te

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Cincinnati tea

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Cincinnati tea