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Cerity Partners

Provides financial planning, investment advisory, and wealth management services.

financial-serviceswealth-management
ceritypartners.com ↗

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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

2 jobs
Cerity Partners
6 views 5 days ago

Bill Pay & Concierge Specialist

New North America
United States
New York City, NY

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…

Accounts Payable AI QuickBooks
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Cerity Partners
6 views 4 weeks ago

Client Accounting Associate

Open 27d North America
United States
Cleveland, OH

Position Summary: The Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible for providing comprehensive wealth planning, investment advisory and tax…

Accounts Payable