Company · 105 open roles
Careers at Ceritypartners
Ceritypartners has 105 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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105 positions at Ceritypartners
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 …
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…
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…
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…
Senior Tax Associate
Ceritypartners·Raleigh, NC
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 Ralei…
Associate Legal Counsel
Ceritypartners·New York City, NY
Position Summary: We are seeking an Associate to support Cerity Partners’ legal department. The Associate Legal Counsel will help manage the legal department's shared inbox and provide legal support across a broad range of commercial and contractual matters, partnering closely …
Wealth Planner
Ceritypartners·Chicago, IL
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…
Trading Associate
Ceritypartners·Albany, New York, United States
Trading Associate at Ceritypartners. Location: Albany, New York, United States. Role: executing trades, reconciling trades, analyzing data Requirements: Bachelor's degree required, 0–3 years investment experience preferred, knowledge of investment products and portfolio construct…
Client Service Associate
Ceritypartners·Portland, Oregon, United States
Client Service Associate at Ceritypartners. Location: Portland, Oregon, United States. Role: processing paperwork, scheduling meetings, maintaining crm Requirements: Bachelor's degree and 2+ years experience; strong communication, organizational and time-management skills; compli…
Wealth Advisor
Ceritypartners·Pasadena, California, United States
Wealth Advisor at Ceritypartners. Location: Pasadena, California, United States. Role: managing relationships, developing strategies, mentoring colleagues Requirements: Bachelor's degree, Series 65, CFP® or CFA completion, 7+ years industry experience, proven business development…
Merger Integration Investment Analyst
Ceritypartners·New York City, New York, United States
Merger Integration Investment Analyst at Ceritypartners. Location: New York City, New York, United States. Role: reviewing mergers, performing analysis, presenting findings Requirements: Bachelor's degree required, 3+ years investment experience (RIA/broker-dealer/multi-family of…
Advisor Growth & Lead Conversion Manager
Ceritypartners·New York City or Westfield
Advisor Growth & Lead Conversion Manager at Ceritypartners. Location: New York City or Westfield. Role: managing relationships, analyzing performance, developing frameworks Requirements: 5–8 years in wealth management with advisor relationship experience, strong analytical and co…
Advisor Growth & Lead Conversion Manager
Ceritypartners·New York City, NY
Position Summary: Cerity Partners is seeking a high-performing, relationship-driven professional to join the Cerity Partner’s Growth Office Team as an Advisor Growth & Lead Conversion Manager. In this mid-level role, you will serve as the critical bridge between our advisor pop…