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
Billing & Revenue Manager
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 firm…
Senior Tax Accountant
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…
Client Experience Director
Builds and nurtures client relationships to drive growth for a wealth management firm, leveraging financial planning expertise and business development skills.
Portfolio Manager
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…