Company · 55 open roles
Careers at Ceritypartners
Ceritypartners has 55 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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55 positions at Ceritypartners
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…
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…
Practice Operations Specialist
Ceritypartners·El Segundo Office
Position Summary: The Practice Operations Specialist is an integral member of the Cerity Partners team. This role blends front-of-house responsibilities with substantive operational and project-based work, serving as the organizational backbone of the local office while contr…
Investment Associate
Ceritypartners·3 Locations
Position Summary: Cerity Partners 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-M…
Senior Tax Associate
Ceritypartners·Cincinnati, OH
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 Cinci…
Tax Preparer Associate
Ceritypartners·Cincinnati, OH
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 …
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…
Junior Portfolio Manager - Fixed Income
Ceritypartners·Richmond Office
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 Seni…
Senior Tax Accountant
Ceritypartners·18 Locations
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…
Client Service Associate
Ceritypartners·Grand Rapids, MI
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, a…
Wealth Advisor
Ceritypartners·Boston, MA
Primary Responsibilities • Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention. • Develop and communicate customized investment strategies based on clients’ financial goals, risk tolerance, and preferences. • Serve a…
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…
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…
Platform Owner, Lead Generation Laboratory
Ceritypartners·New York City, NY
Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface, enrich, and route high-quality prospects across the firm. The Platform Owner is the technical and operational backbone of this effort — a dedicated hire who will own the enrichment inf…
Tax Manager
Ceritypartners·4 Locations
Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without …
Tax Manager
Ceritypartners·5 Locations
Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without …
Quality and Planning Integration Associate
Ceritypartners·5 Locations
Position Summary: The Quality and Planning Integration Associate is focused on our colleague’s adherence to our service standards and assisting with new colleague’s integration of our Cerity Partners Way. Reporting to our Chief Training and Quality Office, this role is resp…
Director - Private Markets
Ceritypartners·2 Locations
The Director | Private Markets is responsible for performing manager due diligence, generating investment content, and supporting the Private Market Consultant with client service relationships. The Director | Private Markets will provide additional support on a range of other ta…
Social Media Manager
Ceritypartners·3 Locations
Position Summary: The Social Media Manager is an individual contributor role with a clear mission: create and execute a compelling, multi-channel social media strategy that furthers our organic marketing efforts, promotes the Cerity Partners brand and offerings, and transforms …
Billing & Revenue Analyst
Ceritypartners·6 Locations
Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute, and manage various client billing functions in a collaborative, fast-paced environm…
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…
Tax Associate
Ceritypartners·El Segundo Office
Position Summary: We are seeking a detail-oriented Tax Associate with 1–3 years of experience to join our team. In this role, you will provide tax preparation and compliance services for high-net-worth individuals and business clients across a broad range of entity types. The i…
CRM Data Analyst
Ceritypartners·Louisville, KY
Primary Responsibilities As a member of the CRM conversion project team your responsibilities would include the following activities: • Provide CRM conversion project team support. This includes: • Scheduling project calls, trainings, and other adhoc meetings with all stakeho…