Cerity Partners
Provides financial planning, investment advisory, and wealth management services.
Company facts
- Founded
- 2009
- Employees
- 1,400
- Headquarters
- United States
- Type
- Private
- Funding
- Private Equity · 2022
- Subsidiaries
- CP Risk Management Services, Austin Private Wealth, SOL Capital Management, Running Point Capital Advisors, Verus Investments
Open positions
Bill Pay & Concierge Specialist
Position Summary: The Cerity Partners Family Office is seeking a client-focused and detail-oriented Bill Pay & Concierge Specialist to join our Bill Pay Team. In this role, you will manage the end-to-end bill payment…
Marketing Manager
Position Summary: Reporting to the Director of Practice Marketing, this is a highly visible role that works directly with senior leadership and advisor teams across the firm. We are seeking a strategic, self-directed…
Principal Tax Manager
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…
Practice Marketing Coordinator
Position Summary: Reporting to the Director of Practice Marketing, the Practice Marketing Coordinator is a foundational role within a high-performing, advisor-facing marketing team. The coordinator supports multiple…
Audit and Accounting Manager
Join the Cerity Partners Encino team! We are a sophisticated tax, accounting and advisory practice with approximately sixty professionals, partners and administrative staff specializing in serving family office and…
Client Data Analyst
Position Summary: The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions. This role supports data quality and reporting processes…
Content Editor
Position Summary: The Content Editor is a member of the Cerity Partners Marketing team reporting to the Head of Content. Their work will focus on two of the firm’s most substantive beats: Central Solutions and…
Receptionist/Tax Administrative Associate
Do you like organizing? Maintaining an accurate database? Do you crave creating processes, so things go more smoothly? Are you efficient and always looking for ways to get things done faster and better? Are you a…
Product Designer
Position Summary: As a founding product designer of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in…
Product Manager
Position Summary: As a founding PM of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in foundational…
Software Engineer
Position Summary: As a founding engineer of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in…
Investment Data & Technology Analyst Internship
Cerity Partners is looking for Summer 2027 Interns to join our Investment Office as part of our Central Solutions team. This internship is data and technology focused — you will help cleanse and consolidate investment…
Helpdesk Desktop Support Analyst
Do you enjoy helping users get the most out of technology? Are you passionate about solving problems and working with a diverse team of internal and external partners to resolve issues? Does working on projects on a…
Business Development Associate
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…
Client & Custodian Data Management Senior Associate
We’re seeking a Senior Associate, Client & Custodian Data Management to play a hands-on role supporting custodian operations and leading merger and acquisition migration projects. Reporting directly to the Principal of…
Strategic Engagement Team Relationship Manager
Position Summary: Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our…
Institutional Marketing Lead
Position Summary: The Institutional Marketing Lead is a pivotal component of the firm’s growth strategy. This is a role for a senior marketer who will own integrated marketing strategy, execution, and relationship…