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
Merger Integration Investment Analyst
Ceritypartners·New York City, NY
The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm’s leadership team that combines research and advisor engagement. The visibility and responsibility of…
Business Development Officer
Ceritypartners·New York City or Boston or Saratoga Springs or West Conshohocken
Business Development Officer at Ceritypartners. Location: New York City or Boston or Saratoga Springs or West Conshohocken. Role: engaging prospects, managing relationships, tracking pipeline Requirements: Bachelor's degree in Business/Finance (required), 5+ years business develo…
Office Administrator
Ceritypartners·Midland, Texas, United States
Office Administrator at Ceritypartners. Location: Midland, Texas, United States. Role: greeting clients, managing mail, scheduling meetings Requirements: 2 years service-oriented experience or equivalent; strong verbal/written communication, organizational skills, MS Office profi…
Portfolio Management Associate
Ceritypartners·Denver, CO
Position Summary: Cerity Partners OCIO is seeking an Associate to join our Portfolio Management team. This role will support the OCIO Portfolio Management team across its core functions – portfolio monitoring, rebalancing, and trade execution – ensuring client portfolios remain…
Office Administrator
Ceritypartners·Midland, TX
Position Summary: Do you like adding value to a team, especially when you can see the impact to the end client? Would you value working for a collaborative team that puts clients first? Do you want to impact the financial lives of people for the better? If yes, we believe y…
Business Development Associate
Ceritypartners·New York City, NY
Position Summary: The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs, a key channel of organic growth for the firm. This role will support the regional Business Development Officers (BDOs) by serving …
Tax Principal
Ceritypartners·Louisville or Cincinnati or New York City or Chicago or Indianapolis
Tax Principal at Ceritypartners. Location: Louisville or Cincinnati or New York City or Chicago or Indianapolis. Role: reviewing returns, leading meetings, mentoring staff Requirements: CPA/EA/JD required, Bachelor's in Accounting or related field required (Master's in Taxation p…
Tax Principal
Ceritypartners·Louisville, KY
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 …
Client Service Associate
Ceritypartners·Boston, Massachusetts, United States
Client Service Associate at Ceritypartners. Location: Boston, Massachusetts, United States. Role: processing paperwork, scheduling meetings, maintaining CRM Requirements: Bachelor's degree, 1+ years experience; strong communication, organizational and compliance skills; custodian…
Helpdesk Desktop Support Analyst
Ceritypartners·Pasadena or Encino
Helpdesk Desktop Support Analyst at Ceritypartners. Location: Pasadena or Encino. Role: resolving issues, assisting users, onboarding employees Requirements: 3+ years tier 1 desktop support experience, high school diploma (bachelor's preferred), experience with Windows 10/11, Mic…
Head of Wealth Management Trading
Ceritypartners·Louisville, Kentucky, United States
Head of Wealth Management Trading at Ceritypartners. Location: Louisville, Kentucky, United States. Role: leading trading, overseeing execution, managing migrations Requirements: 7+ years trading or investment operations experience at an RIA/broker-dealer, bachelor's in Finance/A…
Practice Operations Specialist
Ceritypartners·New York City, New York, United States
Practice Operations Specialist at Ceritypartners. Location: New York City, New York, United States. Role: supporting initiatives, coordinating activities, tracking progress Requirements: 1-3 years operations or business coordination experience, bachelor's degree or equivalent, st…
Product Manager
Ceritypartners·New York City, New York, United States
Product Manager at Ceritypartners. Location: New York City, New York, United States. Role: driving roadmap, managing sprints, aligning stakeholders Requirements: 3+ years product owner/manager experience in technology; Salesforce familiarity; financial services experience; strong…
Client Service Associate
Ceritypartners·Norfolk, Virginia, United States
Client Service Associate at Ceritypartners. Location: Norfolk, Virginia, United States. Role: processing paperwork, maintaining CRM, scheduling meetings Requirements: Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings,…
Tax Accountant Associate
Ceritypartners·Elizabethtown, Kentucky, United States
Tax Accountant Associate at Ceritypartners. Location: Elizabethtown, Kentucky, United States. Role: preparing returns, researching issues, assisting clients Requirements: Bachelor's in accounting, 0–2 tax seasons experience, client-focused, strong collaboration and communication,…
Operations Analyst
Ceritypartners·New York City or United States
Operations Analyst at Ceritypartners. Location: New York City or United States. Role: supporting systems, reconciling data, monitoring dashboards Requirements: Bachelor's degree required; 1–5 years investment services experience preferred. Proficiency with Microsoft Excel and Sal…
Senior Salesforce Developer
Ceritypartners·New York City, NY
Position Summary: As a Senior Salesforce Developer, you’ll work in Shared Services Technology as a key member of our Application Development Team focused on building out our Salesforce instance. The ideal candidate is an experienced developer with experience working both within…
Wealth Advisor
Ceritypartners·Los Altos, CA
Position Summary: The Principal 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 servi…
Investment Associate
Ceritypartners·Los Angeles or New York City or Philadelphia or Boston or Chicago or San Francisco
Investment Associate at Ceritypartners. Location: Los Angeles or New York City or Philadelphia or Boston or Chicago or San Francisco. Role: sourcing investments, evaluating pitches, conducting research Requirements: Bachelor's degree required, 1-3 years relevant experience, stron…
Data Engineer
Ceritypartners·New York City, New York, United States
Data Engineer at Ceritypartners. Location: New York City, New York, United States. Role: designing models, building pipelines, integrating data Requirements: 7+ years data engineering experience, 5-10+ years programming; expertise with PostgreSQL, Python, dbt, Airflow, Git, advan…
Senior Salesforce Developer
Ceritypartners·New York City, New York, United States
Senior Salesforce Developer at Ceritypartners. Location: New York City, New York, United States. Role: building solutions, integrating systems, mentoring developers Requirements: 5+ years administering and developing Salesforce Sales or Service Cloud; Salesforce Administrator, Pl…
Tax Advisor
Ceritypartners·Raleigh, North Carolina, United States
Tax Advisor at Ceritypartners. Location: Raleigh, North Carolina, United States. Role: advising clients, reviewing returns, mentoring staff Requirements: Active CPA required (EA considered), 6+ years progressive tax experience, experience reviewing/signing complex returns, superv…
Tax Family Office- Senior Associate
Ceritypartners·New York City, New York, United States
Tax Family Office- Senior Associate at Ceritypartners. Location: New York City, New York, United States. Role: Prepare returns, Review projections, Tax research Requirements: 5–7 years of high net worth tax experience; CPA preferred, CFP desirable; Bachelor in Accounting; Masters…
CRM Data Analyst
Ceritypartners·Louisville, Kentucky, United States
CRM Data Analyst at Ceritypartners. Location: Louisville, Kentucky, United States. Role: Schedule meetings, Update documents, Onboard users Requirements: 1-3 years in investment services or CRM data roles; proficient in Salesforce and Excel; Bachelor’s in Business; remote-friendl…