Cerity Partners

Marketing

• Reporting to the Director of Practice Marketing, this role requires someone who combines strong business acumen with a proactive, hands-on approach.
• Serve as a trusted marketing advisor and hands-on partner to advisor teams, helping them define goals, prioritize initiatives, and execute programs that drive measurable growth.
• Lead and facilitate planning sessions to uncover business objectives, target audiences, and growth opportunities, then translate those discussions into clear, actionable marketing plans.
• Develop and manage annual marketing plans that combine strategic focus with tactical execution, ensuring all initiatives tie directly to firm and advisor business goals.
• Anticipate needs and proactively suggest new marketing ideas, events, and client/COI engagement opportunities based on market trends, advisor priorities and best practices occurring on other advisor teams.
• In partnership with the advisor teams, quarterback the end-to-end development of integrated marketing initiatives across digital, social, content, and events.
• Act as a connector between advisor teams and the firmwide marketing function, ensuring alignment with overall strategy and best practices.

Marketing Manager

Business Development Rep

• Drive engagement and conversion of corporate executive prospective clients sourced internally and externally through defined inbound and outbound activities.
• Collaborate with internal stakeholders to ensure a seamless onboarding experience for new clients.
• Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement.
• Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.

Business Development Officer – Individual Wealth

Recruitment

• Serve as a trusted advisor to hiring managers and department heads, taking a consultative approach to understand their business objectives, team dynamics, and staffing needs.
• Develop tailored recruiting strategies that align with internal partner requirements and our mission to deliver objective financial advice.
• Create and maintain robust pipelines of high-quality candidates who embody both professional excellence and our core values of sincerity, accountability, and collaboration.
• Manage all aspects of the recruitment process, from pipeline strategy to candidate selection and onboarding.
• Screen resumes, conduct interviews, and assess candidate qualifications.
• Provide data driven insights and thoughtful guidance throughout all stages of the recruitment process, from requisition creation to candidate selection and offer.
• Use a variety of methods to source candidates, including job boards, social media, networking, and referrals.
• Build and maintain relationships with passive candidates for future hiring needs.
• Authentically promote Cerity Partners' culture, comprehensive service model, and commitment to objective, fiduciary-focused financial advice
• Track and analyze recruitment metrics to continuously improve hiring processes and demonstrate measurable value to internal partners.
• Ensure every candidate experiences our commitment to sincerity through clear, honest communication and timely feedback throughout the process.
• Ensure all recruitment practices comply with applicable laws, regulations, and company policies.
• Lead and contribute to strategic talent acquisition projects that advance our firm's recruitment capabilities, including process improvement projects and recruitment technology optimization.

Talent Acquisition Partner

• Prepare complex real estate partnership returns.
• Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
• Conduct detailed reviews with occasional preparation work as needed.
• Manage client relationships, including client groups with multiple entities (up to 100+).
• Provide direct client contact and develop tailored solutions for client needs.
• Oversee and train staff, assisting with technical development and mentoring.
• Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.
• Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.
• Handle federal and state tax audits and assist with tax controversy matters.
• Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.
• Assist in preparing firm memos and technical documentation.
• Keep up with industry best practices and tax law updates.
• Support the development of staff through structured training programs.
• Lead and execute other tax-related projects as they arise.

Senior Tax Manager

Accountant

• Prepare and review accounting and workpapers through trial balance in advance of tax return preparation
• Work effectively with partners and all team members to develop solutions for our clients’ needs
• Work directly with clients in a professional, supportive, and customer focused manner
• Provide tax planning and special projects that require analysis, judgment and creative thinking
• Maintain an understanding of relevant multi state tax and foreign compliance policies
• Keep up with industry best practices and tax law updates
• Assist in federal and state tax audits
• Other tax projects as they arise

Senior Tax Accountant

Financial Planning and Analysis

• Reporting to our Chief Training and Quality Officer, this role will be responsible for the development, sourcing, and delivery of training content to client facing colleagues.
• The training and development of Cerity Partner colleagues, both new and tenured, is an integral part of our firm’s culture and growth strategy.
• Focus on leading the design, development, and delivery of Cerity Partners University for newly hired associates.
• Develop and deliver case studies for all colleague levels which both challenge technical skills while also developing emotional intelligence and client interaction expertise.
• Collaborate with local partners to design development plans for their colleagues to either improve performance or accelerate career growth, where applicable.

Training Director – Financial Planning

• Perform administrative and operational duties, such as transferring funds, updating client and account information, bill pay, and bank account reconciliation
• Client specific reporting needs, which could include monthly financial statements and/or other misc. management reports
• Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
• Regular interaction with third party advisors and vendors

Staff Accountant

• Serve as a trusted advisor to hiring managers and department heads.
• Develop tailored recruiting strategies that align with internal partner requirements.
• Create and maintain robust pipelines of high-quality candidates.
• Manage all aspects of the recruitment process, from pipeline strategy to candidate selection and onboarding.
• Screen resumes, conduct interviews, and assess candidate qualifications.
• Provide data driven insights and thoughtful guidance throughout all stages of the recruitment process.
• Use a variety of methods to source candidates, including job boards, social media, networking, and referrals.
• Authentically promote Cerity Partners' culture and service model.
• Track and analyze recruitment metrics to continuously improve hiring processes.
• Ensure every candidate experiences sincere communication and feedback throughout the process.
• Ensure compliance with applicable laws, regulations, and company policies.
• Lead and contribute to strategic talent acquisition projects.

• Prepare and Review complex Individual and Business tax returns and projections for local and nationwide business owners and high net worth clients.
• Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for small to medium size business owners and high net worth clients.
• Research, analyze, and resolve a wide range of tax issues.
• Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.
• Assisting with the creation of presentations discussing tax planning opportunities for clients.
• Analyzing various business structures and their tax implications to help provide comprehensive tax services.

Senior Tax Associate – Business Owners Taxation

Operations

• Partner with the Change Management Team to operationalize new workflows, systems, or initiatives across teams and locations.
• Establish and monitor KPIs and other success metrics to assess process effectiveness.
• Draft, publish, maintain, and revise SOPs for new and existing operational processes.
• Identify inefficiencies and propose refinements to enhance scalability and effectiveness.
• Serve as a liaison between Operations, Compliance, Technology, and Practices to ensure alignment and seamless integration of new processes.
• Participate in cross-departmental working groups to inform and support enterprise-wide initiatives.

Operations Analyst – Operations Process Leader

Manager

• Cerity Partners Investment Office seeks an experienced Client Portfolio Manager role focusing on investment needs of endowments and foundations.
• The Client Portfolio Manager will manage institutional client relationships, supporting portfolio managers by representing them in meetings and communications.
• Responsibilities include managing client onboarding process, tactical asset allocations, and performance reporting.
• Prepare presentations for investment committee meetings and serve as primary contact for clients.
• Conduct calls/meetings with investment committees on various topics like asset allocation and investment trends.
• Collaborate with OCIO professionals for comprehensive client engagement and transition processes.

Institutional Client Portfolio Manager

Business Intelligence Analyst

• Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to our Finance team for Board and Executive Committee presentations
• Oversee the maintenance and development of sophisticated data models supporting financial reporting, ensuring accuracy and consistency across multiple data sources including Addepar, Orion, Broadridge, and manual data feeds
• Own the Financial Package Power BI report and related dashboard development, ensuring optimal performance, user experience, and alignment with evolving business requirements
• Conduct comprehensive data validation processes, identifying and resolving discrepancies in revenue recognition, asset flows, and fee calculations while maintaining detailed audit trails
• Support consistent financial reporting for newly acquired firms and guide system conversions, ensuring seamless integration of financial data from acquired entities into consolidated reporting
• Coordinate with Data Engineering, Finance, Operations, and business unit leaders to resolve data issues, implement process improvements, and ensure alignment on reporting requirements
• Interface with executives, analysts, and client-facing business leaders, translating complex technical concepts into actionable business insights
• Maintain comprehensive documentation of reporting processes, data lineage, and business rules while continuously identifying opportunities for automation and efficiency gains
• Ensure compliance with internal controls and regulatory requirements, maintaining high standards for data accuracy and reporting consistency

Senior Associate, Financial Reporting Analyst

Client Services Representative

• Supporting clients and advisors by executing routine administrative tasks and handling advisor requests.
• Oversight of custodian operations, including assisting with account openings, processing paperwork, and working closely with advisors.
• Ensuring CRM and Portfolio Management System data accuracy and reporting and overall operational efficiency.
• Frequent custodian interaction & paperwork processing.
• Process account openings, prepare client forms, facilitate account funding, deposit electronic checks, execute money movements, and process tasks with Custodians.
• Responsible for data maintenance, reporting, and process improvement initiatives.

Marketing Manager

Business Development Officer – Individual Wealth

Talent Acquisition Partner

Senior Tax Manager

Senior Tax Accountant

Training Director – Financial Planning

Staff Accountant

Talent Acquisition Partner

Senior Tax Associate – Business Owners Taxation

Operations Analyst – Operations Process Leader

Institutional Client Portfolio Manager

Senior Associate, Financial Reporting Analyst

Client Service Associate