Cerity Partners

Position Summary:CerityPartnersVentures(CPV)isseeking MBA internsto join us for the summer of2026.Founded as Touchdown Ventures in 2014 CPVpioneered Venture Capital-as-a-Service (VCaaS) for corporations working withleading brandslike Kellogg T-MobileBEHR and more. With a team of50 inv

Position Summary:CerityPartnersVentures(CPV)isseeking MBA internsto join us for the summer of2026.Founded as Touchdown Ventures in 2014 CPVpioneered Venture Capital-as-a-Service (VCaaS) for corporations working withleading brandslike Kellogg T-MobileBEHR and more. With a team of50 inv

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:CerityPartners Ventures (CPV) is hiring an Associate for our healthcare team. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with industry leaders like Kellogg T-MobileCencora and more. With a team of

Position Summary:CerityPartners Ventures (CPV) is hiring an Associate for our healthcare team. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with industry leaders like Kellogg T-MobileCencora and more. With a team of

Are you a college student looking for a summer 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

Are you a college student looking for a summer 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

Position Summary:CerityPartners Ventures (CPV) is hiring an Operations Associate supporting business development. Founded as Touchdown Ventures in 2014 our practice merged withCerityPartners in2024. CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leadi

Position Summary:CerityPartners Ventures (CPV) is hiring an Operations Associate supporting business development. Founded as Touchdown Ventures in 2014 our practice merged withCerityPartners in2024. CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leadi

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and colleague will supportaWealth Advisor in managing client the advisor the wealthplanner will develop individualized financial plans and recommendations to help clients meet their

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and colleague will supportaWealth Advisor in managing client the advisor the wealthplanner will develop individualized financial plans and recommendations to help clients meet their

Position Summary:Wealth Planner will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will assist in developing individualized financial plans and recommendations to help clients meet their financial goals. The planner will prepare cu

Position Summary:Wealth Planner will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will assist in developing individualized financial plans and recommendations to help clients meet their financial goals. The planner will prepare cu

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 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

Cerity Partners is seeking a compliance professional that will play a key role in the oversight of the Firms trading activities to help ensure compliance with applicable regulations firm policies and client investment guidelines. This role focuses on identifying and mitigating risks r

Cerity Partners is seeking a compliance professional that will play a key role in the oversight of the Firms trading activities to help ensure compliance with applicable regulations firm policies and client investment guidelines. This role focuses on identifying and mitigating risks r

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywh

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywh

Key Responsibilities:Client Relationship Management:Exceed client expectations providing exceptional service and fostering strong relationshipsAct as a key point of contact proactively addressing client needs and requestsFinancial Planning & Analysis:Prepare Excel-based financial exh

Key Responsibilities:Client Relationship Management:Exceed client expectations providing exceptional service and fostering strong relationshipsAct as a key point of contact proactively addressing client needs and requestsFinancial Planning & Analysis:Prepare Excel-based financial exh

The Administrative Associate/Receptionist is the first point of contact for Cerity Partners visitors and callers providing excellent customer service and support to both internal and external stakeholders. This position is responsible for front-desk reception duties office upkeep cler

The Administrative Associate/Receptionist is the first point of contact for Cerity Partners visitors and callers providing excellent customer service and support to both internal and external stakeholders. This position is responsible for front-desk reception duties office upkeep cler

Primary Responsibilities:Frequent custodian interaction & paperwork processing.Process account openings prepare client forms facilitate account funding deposit electronic checks execute money movements and process tasks with Custodians.Custodian Paperwork/Docusign envelopes Alerts and

Primary Responsibilities:Frequent custodian interaction & paperwork processing.Process account openings prepare client forms facilitate account funding deposit electronic checks execute money movements and process tasks with Custodians.Custodian Paperwork/Docusign envelopes Alerts 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: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: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 Workday Specialist will serve as a technical professional responsible for the configuration maintenance and optimization of Cerity Partners Workday HCM Payroll Compensation and Talent modules. This role requires deep technical expertise in Workday configuration an

Position Summary:The Workday Specialist will serve as a technical professional responsible for the configuration maintenance and optimization of Cerity Partners Workday HCM Payroll Compensation and Talent modules. This role requires deep technical expertise in Workday configuration an

Key Responsibilities:Client Relationship Leadership:Own and lead primary client relationships serving as the trusted advisor and central point of accountability for UHNW individuals and familiesExceed client expectations providing exceptional service discretion and a go the extra mil

Key Responsibilities:Client Relationship Leadership:Own and lead primary client relationships serving as the trusted advisor and central point of accountability for UHNW individuals and familiesExceed client expectations providing exceptional service discretion and a go the extra mil

Position Summary:The Trading Associate will provide trading rebalancing and investment management services to the Wealth Management Services team. This position will work closely with a trading team located in Louisville KY.Primary Responsibilities:As a Trading Associate you would pro

Position Summary:The Trading Associate will provide trading rebalancing and investment management services to the Wealth Management Services team. This position will work closely with a trading team located in Louisville KY.Primary Responsibilities:As a Trading Associate you would pro

Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achievinghigh levelsof retention.Develop and communicate customized wealth planning strategies based on clients financial goals risk tolerance and investment preferences.Partner in th

Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achievinghigh levelsof retention.Develop and communicate customized wealth planning strategies based on clients financial goals risk tolerance and investment preferences.Partner in th