Company · 84 open roles
Careers at Ceritypartners
Ceritypartners has 84 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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84 positions at Ceritypartners
Senior Client Service Associate
Ceritypartners·West Conshohocken, PA
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 mov…
Administrative Associate
Ceritypartners·Los Angeles, CA
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, corresponden…
Senior Tax Accountant
Ceritypartners·Irvine, CA
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 can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth managemen…
Wealth Planner
Ceritypartners·Saratoga Springs, NY
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 indivi…
Digital Enablement & AI Specialist
Ceritypartners·New York City, NY
Position Summary: Cerity Partners is seeking a Digital Enablement and AI Specialist to join our newly formed Digital Workplace team in our Technology organization as a subject matter expert for our productivity and collaboration platform stack. This role sits at the intersect…
Practice Development Officer
Ceritypartners·San Francisco, CA
Position Summary: The Practice Development Officer will be responsible for supporting the growth and operational success of wealth management practices at Cerity Partners. This includes facilitating new business opportunities, enhancing existing client relationships, driving …
Practice Development Officer
Ceritypartners·Los Angeles, CA
Position Summary: The Practice Development Officer will be responsible for supporting the growth and operational success of wealth management practices at Cerity Partners. This includes facilitating new business opportunities, enhancing existing client relationships, driving …
Wealth Planner
Ceritypartners·El Segundo Office
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 indi…
Client Service Associate
Ceritypartners·Portland Office
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…
Family Office Associate
Ceritypartners·New York City, NY
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 can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team. Primary Res…
Tax Family Office- Senior Associate
Ceritypartners·New York City, NY
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 can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team. Primary Res…
Principal Tax Manager
Ceritypartners·New York City, NY
Position Summary: Are you a tax professional who enjoys the challenge of sophisticated tax returns, excels under the pressure of tax season, and takes pride in delivering exceptional results? Do you recognize the tremendous value expert tax advice and service brings to high-net…
Wealth Planner
Ceritypartners·New York City, NY
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…
Data Engineer
Ceritypartners·New York City, NY
Position Summary We 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, an…
Wealth Advisor
Ceritypartners·Los Angeles, CA
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 s…
Business Development Officer
Ceritypartners·New York City, NY
Position Summary: We are seeking a dynamic and results-driven Business Development Associate or Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm’s growth initiatives in high-net-worth (HNW) and u…
Tax Advisor
Ceritypartners·Raleigh, NC
Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team. In 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…
Portfolio Reporting Team Lead
Ceritypartners·New York City, NY
Primary Responsibilities Support of the Addepar and Orion systems which is used for client performance reporting. This includes: • Provide day-to-day leadership and guidance for the portfolio reporting function, serving as a key resource for team members using the reporting p…
Client Service Associate
Ceritypartners·Norfolk, VA
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 rep…
Client Experience Director
Ceritypartners·West Conshohocken, PA
Are you passionate about building relationships that fuel the firm's 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 firm's growth initiatives. The ideal…
Talent Acquisition Partner
Ceritypartners·Saratoga Springs, NY
Position Summary: The Talent Acquisition Partner leads full-cycle recruiting for executive and senior-level searches across the firm, partnering directly with practice leaders and hiring executives to build high-caliber, confidential pipelines for critical, high-visibility role…
Client Portfolio Manager
Ceritypartners·Irvine, CA
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands-on portfolio management with leadership responsibilities, guidi…
Marketing Operations Manager
Ceritypartners·New York City, NY
Position Summary: The Marketing Operations Manager serves as the operational PMO for the marketing team — running the team's project tracking system, meeting cadences, resourcing visibility, and cross-team reporting. It also leads managing inbound marketing requests from collea…
Client Service Associate
Ceritypartners·Austin, TX
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 rep…