Cerity Partners

Conversion Rate Optimizer

• Host and facilitate recurring monthly one-on-one and group meetings with advisors to review performance results, identify trends, and address challenges in a structured and supportive setting.
• Serve as the primary point of contact between the advisor population and the program management team, ensuring clear, timely, and consistent communication flows in both directions.
• Build trust-based relationships with advisors, delivering difficult performance feedback and remediation guidance with professionalism, discretion, and genuine care for advisor development.
• Escalate systemic advisor challenges to program leadership while advocating for appropriate support, resources, and solutions.
• Monitor individual and aggregate advisor performance against established program metrics, identifying areas of strength and opportunity with a data-driven approach.
• Collaborate with advisors to develop and execute targeted improvement plans for underperforming areas, tracking progress and adjusting strategies as needed.
• Curate and disseminate best practices across the advisor community, facilitating peer learning and fostering a culture of continuous improvement.
• Continuously evaluate and refine performance metrics, benchmarks, and evaluation criteria based on program learnings, advisor feedback, and shifting business priorities.
• Partner with program management leadership and internal stakeholders to align performance standards with overall firm strategy and client outcomes.
• Contribute to the development of reporting tools, dashboards, and communication templates that support transparent and consistent performance management practices.
• Act as a trusted liaison between advisors and internal teams including compliance, operations, technology, and product — ensuring advisor needs and feedback are represented in key program decisions.
• Participate in program planning, strategy sessions, and advisor-facing events as a subject matter expert on performance and engagement.
• Support onboarding and integration of new advisors into the program, establishing performance baselines and setting expectations from day one.

Growth & Lead Conversion Manager

Associate

• Monitor client portfolios—including manager allocations, direct investments, and look-through risk exposures—to ensure portfolios consistently reflect the firm’s investment views.
• Manage the monthly asset class rebalancing process; implement trades to reposition client portfolios.
• Execute trades, including ETFs, futures, and options, ensuring timely and accurate implementation of portfolio management decisions; liaise with the firm’s executing brokers as needed.
• Monitor portfolio liquidity and cash balances; coordinate portfolio actions related to capital calls and other liquidity needs.
• Maintain and enhance internally developed portfolio management tools and data processes, including ongoing initiatives to streamline the integration of data across custodial platforms, market data providers, and internally maintained portfolio models.
• Utilize third-party portfolio management software and internal Excel/Power Query-based tools.
• Monitor and report on portfolio performance; conduct performance attribution and address performance dispersion across portfolios.
• Evaluate and implement optimal approaches for integrating new investments into portfolios.
• Build and implement portfolio transition plans for onboarding new clients.
• Perform ad hoc investment analysis as needed.

Portfolio Management Associate

Marketing Operations

• Own and maintain the marketing team's Asana operating structure — projects, workflows, task hygiene, and templates — across all workstreams (brand, content, digital, events, institutional, practice marketing)
• Build and maintain dashboards and status reports that give team leads and the CMO real-time visibility into project status, bottlenecks, and risk
• Track team capacity and resourcing across concurrent projects; flag overallocation or timeline conflicts to the appropriate lead before they become escalations
• Support the team's recurring meeting cadence and own regular project status check-ins — building agendas, capturing action items, and following up on open items for team meetings, project check-ins, and leadership updates
• Prepare consolidated status materials for CMO 1:1s with senior stakeholders and leadership reporting
• Extract and track action items from meeting notes and recordings into Asana, ensuring accountable owners and due dates are assigned
• Maintain and continuously improve PMO documentation — intake workflows, SLA definitions, project templates, and standard operating procedures
• Coordinate cross-functional dependencies between marketing workstreams and other internal teams (compliance, design, digital, content)
• Build and maintain intake and request-volume reporting to identify recurring patterns and inform team process and staffing decisions
• Serve as the primary point of contact for all inbound marketing requests submitted via the firm's marketing intake form
• Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
• Provide consistent, on-script status updates throughout the lifecycle of each request
• Manage stakeholder expectations professionally when timelines shift or requests require redirection
• Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
• Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
• Gather missing information from requestors where needed before routing or executing
• Escalate requests that require team discussion, are complex, or come from VIPs
• Execute requests that align to the template library. Coordinate with internal team members (design, digital, content, compliance) as needed to execute bespoke requests that fit within SLA
• Maintain accurate status records for all open requests in the firm's project management system (Asana)
• Own intake process, SLA, and colleague experience improvement
• Document recurring scope issues and surface patterns to inform evolution
• Own and manage the firmwide Marketing resources intranet page

Marketing Operations Manager

• Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
• Mentor junior staff, sharing expertise and promoting professional growth across the team.
• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
• Contribute to process improvements, helping refine workflow and support scalability as our Tax team grows.

Tax Principal

Support Engineer

• Work with internal and external resources to resolve user support issues
• Assist users with Windows 10/11, Office365, VOIP, and computer setup and usage.
• Onboard new employees across a variety of different platforms.
• Monitor and manage colleague technical issues through Fresh Service ticket system.
• Monitor and manage IT assets across the enterprise across each asset’s life cycle.
• Work with teams to get the most out of the Cerity Partners technology platform.
• Assist in a variety of special projects such as M&A integration, phone system conversion, conference room setup, and more.

Helpdesk Desktop Support Analyst

Business Development Rep

• Act as extension of multiple BDOs in the region assigned, moving sales processes forward while BDOs are in the field or traveling within a region.
• Coordinate branch meetings.
• Field initial inquiries from FCs when BDO is unavailable.
• Manage reporting and outreach on stale or hard to reach opportunities.
• Assist in collecting and organizing information required to prepare client proposals.
• Track client onboarding process with servicing advisor and provide support where necessary.
• Ensure data integrity of all active opportunities in CRM and other core systems.
• Engage with FCs or Clients to qualify the opportunity and set-up initial meeting between the BDO and FC or Client.

Business Development Associate

Financial Planning and Analysis

• Identify potential start-up investments and source relationships with the company founders
• Meet with entrepreneurs and evaluate their business plans and pitches
• Track and report on deal flow generated by our team
• Research industry sectors, trends, and market dynamics
• Assist with due diligence

Investment Associate

• Engage and convert high quality prospective clients (introduce through internal and external lead sources), including delivering the appropriate inbound and outbound effort
• Managing on-going client relationships and expanding those relationships where appropriate
• Collaborating with other internal stakeholders to ensure a smooth onboarding experience for new clients.
• Effectively manage prospect pipeline with activity-based metrics and qualitative engagement
• Track and report key business development metrics, including pipeline progress, conversion, and revenue growth.

Business Development Officer

Marketing

• Serve as the primary point of contact for all inbound marketing requests submitted via the firm’s marketing intake form
• Review and categorize requests by service type, business unit, and urgency; confirm receipt and set expectations with requestors promptly
• Assess each submission against established scope, SLA, and marketing policy to determine the appropriate course of action
• Gather missing information from requestors where needed before routing or executing
• Escalate requests that require team discussion, are complex, or come from VIPs
• Execute or coordinate execution of approved requests by selecting from a defined library of marketing solutions and templates
• Manage concurrent requests across advisor and business unit queues with accuracy and adherence to turnaround standards
• Coordinate with internal team members (design, digital, content, compliance) as needed to fulfill requests within SLA
• Maintain accurate status records for all open requests in the firm’s project management system (Asana)
• Build and maintain dashboards and intake reports that provide visibility into request volume, SLA performance, and recurring patterns
• Apply established scope, compliance, and resource policies to determine when a request can proceed as submitted, requires modification, or falls outside what marketing can support
• Communicate out-of-scope or non-compliant requests to stakeholders clearly and professionally, citing the applicable policy or guideline
• Escalate borderline or ambiguous requests to the appropriate marketing lead rather than making unilateral exceptions
• Document recurring scope issues and surface patterns to inform team process improvement
• Own and manage the firmwide Marketing resources intranet page
• Provide consistent, on-script status updates throughout the lifecycle of each request
• Manage stakeholder expectations professionally when timelines shift or requests require redirection
• Build credibility with advisors and internal teams as a reliable, responsive point of contact for marketing support
• Represent the marketing team professionally in all written and verbal communication

Marketing Services Coordinator

Accountant

• Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns
• Participate in proactive tax planning throughout the year
• Coordinate with attorneys, wealth advisors and outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate with clients throughout the year
• Identify planning opportunities and proactively bring ideas to clients and partners
• Participate in special projects involving transactions, restructurings and consulting matters
• Assist with training and developing staff
• Mentor and develop junior staff
• Support workflow and AI initiatives