ceritypartners

NewBe an early applicant HybridNorth AmericaFull-time

2 days ago

Business Development Associate

AI Business Development CRM Salesforce

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…

last week

Strategic Engagement Team Relationship Manager

New North America

Asana Business Development Canva CRM Networking +1 skills

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…

2 weeks ago

Institutional Marketing Lead

North AmericaLead

Lead Generation Stakeholder Management

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…

2 weeks ago

Billing & Revenue Manager

North America

Automation Performance Management Stakeholder Management

Billing & Revenue Manager oversees day-to-day billing and revenue management activities and leads a team of eight, with responsibility for accurate and timely billing, strong controls, and team leadership. As the…

4 weeks ago

Office Manager

Open 25d North America

Open 33d RemoteNorth AmericaSenior

The Office Manager is responsible for the day-to-day operations of the Cerity Partners Century City office, ensuring a professional, well-organized, and welcoming environment for staff and clients alike. This role…

Senior Tax Manager

Join the Cerity Partners Encino team! We are a sophisticated tax, accounting and advisory practice with approximately fifty professionals, partners and administrative staff specializing in serving family office and…

Business Development Officer

Open 69d North America

Position Summary: We are seeking a dynamic and results-driven Business Development Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm’s…

Portfolio Manager

Open 76d North America

Performance Management Salesforce

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…

3 months ago

Tax Manager - Firm Services

Open 94d North America

Position Summary: Are you a tax professional looking to step into a role where you can own a function, shape a process, and grow with a business? Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax…

Client Service Associate

Open 89d North America

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…

Open 94d RemoteNorth AmericaContractSenior

3 months ago

Senior Salesforce Developer

Apex API Automation Azure CI/CD +11 skills

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…

140K – 180K $