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
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…
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…
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…
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…
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…