Cerity Partners jobs

Supports wealth advisor by developing financial plans and presenting recommendations to clients.

• Indianapolis, United States · On-site
• $65,000 per year
• 3+ yrs

Leads audit, review and compilation of complex financial statements with GAAP and tax basis reporting.

• Remote · United States, Encino, Americas, North America, European Union, European Economic Area, DACH, Nordics, Scandinavia, Benelux, UK & Ireland, Baltics, Central and Eastern Europe, Asia-Pacific, Asia, Southeast Asia, South Asia, Latin America, Central America, Caribbean, Middle East and North Africa, Middle East, Gulf Cooperation Council, Africa, Oceania, Australia & New Zealand or East Asia
• $150,000 – 180,000 per year
• Senior
• Changed 3 days ago

Assists with client service tasks, account processing and coordination to support advisory team activities.

• West Conshohocken, United States · On-site
• $60,000 – 70,000 per year
• 1+ yrs

Supports Orion-based client performance reporting and data workflows for wealth management clients.

• Remote · Chicago only
• $90,000 – 110,000 per year
• 5+ yrs

Engages and converts high-quality prospective clients and manages ongoing client relationships within wealth management.

• New York City, United States +3 · Hybrid
• $120,000 – 150,000 per year
• 5+ yrs
• Possible repost

Builds trusted relationships with complex families, supporting full-spectrum family office services.

• Albany, United States · Hybrid
• $75,000 – 95,000 per year
• 2+ yrs
• Possible repost

Participate in a remote, 12-week unpaid externship in venture capital.

• Remote · Pennsylvania, South Dakota, Connecticut, Idaho, Hawaii, Wisconsin, Indiana, Washington or Montana
• Part-time

Prepare, execute, and manage client billing and related processes in a finance/operations function.

• New York City, United States +3 · Hybrid
• $80,000 – 110,000 per year
• 2+ yrs

Develops and executes marketing strategy for advisor teams to drive measurable growth and align with firm goals.

• Redwood City, United States · Hybrid
• $150,000 – 170,000 per year
• 7+ yrs

Handles end-to-end bill payments and concierge tasks for UHNW clients with high discretion and client focus.

• Remote · New York City only
• $60,000 – 70,000 per year
• 5+ yrs