Cerity Partners

Position Summary: The Quality and Planning Integration Associate is focused on our colleague’s adherence to our service standards and assisting with new colleague’s integration of our Cerity Partners Way. Reporting to our Chief Training and Quality Office, this role is responsible for working with colleagues and practices to understand our service standards, our Cerity Partners client experience, and supporting their ability to follow and provide excellent client service. The consistency and high quality of our client experience (i.e., our Cerity Partners Way) is a fundamental tenet of our organization. This rile plays a critical part in this. Primary Responsibilities Quality Reviews for Service Standards Understand and assist in evolution of our client service standards, client experience, and consistency of client experience expectations. Training of colleagues to help them understand and follow defined process and procedures. Ensure...

Do you like adding value to a team, especially when you can see the impact to your colleagues? Are you someone who ranks your detail-orientation and administrative skills as your best attributes? If you answered yes to all these questions, we think you would be an outstanding fit as a Facilities Coordinator in our New York Office working alongside our Real Estate and Facilities team. Primary Responsibilities: As a Facilities Coordinator, you would work closely with the Facilities and Real Estate team to support and execute daily functions to ensure all locations meet Cerity Partners standards. Specific responsibilities include, but are not limited to: Move Coordination & Logistics: Assist with scheduling and coordinating internal moves & office relocation timelines Liaise with IT and vendors to ensure timely and accurate execution Maintain move schedules, checklists, and communication updates Space Planning Support: Oversee the updating and...

Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings. Attend meetings to take notes and send a summary to both the client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact business. Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ongoing maintenance and quality control of CRM. Organize advisory team meetings and events. Receive client calls and resolve questions/issues as needed. Execute client appreciation and retention activities. Required Qualifications:...

Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface, enrich, and route high-quality prospects across the firm. The Platform Owner is the technical and operational backbone of this effort — a dedicated hire who will own the enrichment infrastructure, manage the Lead Lab’s analyst team, and serve as the critical link between data systems and revenue-generating advisors. This is a build-and-operate role for a technically fluent operator who thrives at the intersection of financial services, CRM systems, and modern data tooling. The Platform Owner will have direct impact on Capital Solutions’ ability to identify new clients and expand wallet share across Cerity Partner’s client base. Primary Responsibilities: Tech Stack Ownership Own and administer all Lead Lab data platforms, including tools for wealth identification, enrichment, relationship mapping, and financial trigger monitoring (e.g., Windfall, Equilar,...

Primary Responsibilities Campaign Planning & Management: Develop, execute, manage, and optimize paid media campaigns across a variety of online and offline channels, tactics, and audiences. Responsibilities include creative development, messaging, landing page management, QA testing, and ensuring campaign compliance with relevant regulations. CRM Platform Management: Manage and optimize HubSpot (or equivalent CRM platform) to support campaign execution, lead tracking/scoring, and marketing automation. This includes building and maintaining backend automations such as workflows, nurture sequences, lead routing, and integrations with other marketing and sales technology tools. Email Marketing: Develop and execute email marketing programs via Hubspot to nurture leads, support pipeline growth and optimize lead scoring methodology, including audience segmentation, copy, creative, automation, A/B testing, and performance optimization. Campaign Reporting: Leverage...