Cerity Partners

Director of Wealth Management Training – Development

Cerity Partners

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Illinois • Massachusetts • United States

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Salary

💰 $140,000 - $180,000 per year

Job Level

Lead

About the role

  • The Professional Development Director is focused on the training and development of individual colleagues.
  • Work closely with practice leaders and managers and the human capital team to identify capability gaps and emerging skill requirements across the practice.
  • Partner with the Talent team to design and implement individualized development plans (IDPs) for professionals at all levels.
  • Assess talent by providing detailed insights on strengths, development opportunities, and growth potential.
  • Collaborate with colleagues to create comprehensive training plans utilizing curriculum from Cerity Partners University, and other internal and external resources.
  • Curate and deliver targeted training for colleagues based on their needs, skill gaps, career goals, and career paths.

Requirements

  • Bachelor’s degree and relevant advanced degrees (JD, MBA) and/or industry certifications (CFP, CFA, CPA)
  • 5-10+ years of client-facing experience providing financial planning and/or wealth management services to clients
  • 2-5+ years of experience training in financial planning or wealth management (preferred)
  • 2-5+ years of experience mentoring less tenured colleagues (preferred)
  • Experience with wealth management tools, e.g., eMoney, Orion, Addepar, Eclipse, Holistiplan, BNA, StockOpter
  • Experience with Custodian Platforms (Fidelity & Schwab), Salesforce, Claude (or similar AI tools)
Benefits
  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningwealth managementtrainingmentoringcapability assessmentindividualized development planscurriculum development
Soft Skills
collaborationcommunicationleadershipinsight generationproblem-solving
Certifications
Bachelor's degreeJDMBACFPCFACPA