Cerity Partners

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax Prep Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as a Tax Prep Intern. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to

Position Summary:The Human Capital Business Partner serves as a strategic partner to business leaders and Colleagues supporting the execution of human resources initiatives that align with organizational goals. This role focuses on Colleague relations talent management and HR program

Position Summary:The Human Capital Business Partner serves as a strategic partner to business leaders and Colleagues supporting the execution of human resources initiatives that align with organizational goals. This role focuses on Colleague relations talent management and HR program

The Office Manager is responsible for the day-to-day operations of the Cerity Partners Century City office ensuring a professional well-organized and welcoming environment for staff and clients alike. This role serves as the primary point of contact for facilities vendor and technolog

The Office Manager is responsible for the day-to-day operations of the Cerity Partners Century City office ensuring a professional well-organized and welcoming environment for staff and clients alike. This role serves as the primary point of contact for facilities vendor and technolog

Position Summary:The Insurance Coordinator serves as the primary point of contact for clients personal insurance needs managing policies from initial application through renewal in close partnership with outside insurance agents and internal Fiscal teams. This role ensures clients mai

Position Summary:The Insurance Coordinator serves as the primary point of contact for clients personal insurance needs managing policies from initial application through renewal in close partnership with outside insurance agents and internal Fiscal teams. This role ensures clients mai

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

Are you passionate about building relationships that fuel the firms expansion Then this may be the perfect fit for you!The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firms growth initiatives. The ideal candidate

Are you passionate about building relationships that fuel the firms expansion Then this may be the perfect fit for you!The Client Experience Director role is tasked with cultivating new individual prospect relationships and supporting the firms growth initiatives. The ideal candidate

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:Cerity Partners is seeking an Operational Due Diligence (ODD) analyst to join its ODD team. The position offers a motivated candidate with a minimum of 5 years ODD experience and 7 years overall work experience the opportunity to gain exposure to a broad range of inve

Position Summary:Cerity Partners is seeking an Operational Due Diligence (ODD) analyst to join its ODD team. The position offers a motivated candidate with a minimum of 5 years ODD experience and 7 years overall work experience the opportunity to gain exposure to a broad range of inve

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

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

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

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