Jobs at Cerity Partners

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Founding Product Manager for Cerity Partners’ Innovation Team, responsible for building 0-to-1 AI and technology products for wealth management. The role owns product roadmaps, backlogs, sprint planning, requirements, stakeholder alignment, release coordination, quality assurance, and agile process improvement. It coordinates cross-functional projects involving data engineering, Salesforce, integrations, and internal tooling while partnering with senior leadership and development teams.

Founding engineer responsible for building and scaling 0-to-1 AI-powered products for wealth management. Owns end-to-end user experiences, partners with clients and internal teams, establishes architecture and product strategy, and develops applied AI systems including agents, harnesses, models, workflows, memory, context, and evaluations.

Supports the investment advisory firm's compliance program through regulatory monitoring, code of ethics oversight, filings, policy administration, risk assessments, forensic testing, due diligence, communications review, and examination readiness. The role evaluates compliance risks across products, marketing materials, transactions, and business initiatives; collaborates with legal, finance, operations, technology, and investment teams; and helps improve automated monitoring and reporting workflows.

Prepare and manage quarterly client billing, maintain accurate client setups in portfolio accounting systems, resolve billing issues, distribute invoices, and coordinate with Accounts Receivable, Finance, and Operations. The role also supports billing process improvements and requires strong attention to detail, financial analysis, Excel proficiency, and experience with portfolio accounting systems such as Orion or Addepar.

Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.

Coordinates client service delivery for a retirement plan consulting practice. Responsibilities include scheduling committee meetings, preparing agendas and materials, recording minutes, tracking action items, maintaining fiduciary files, reviewing Salesforce data integrity, and supporting client onboarding and plan implementation. The role communicates with clients, HR, Benefits, Finance, and recordkeeper contacts while supporting fiduciary governance processes.

Sources startup investment opportunities, builds relationships with founders and investors, evaluates business plans and pitches, tracks deal flow, researches technology and media markets, and supports investment due diligence for corporate venture capital funds.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.

Oversee billing and revenue management, internal controls, complex billing resolutions, and a team of eight professionals. Lead billing integration for mergers, system conversions, technology initiatives, and organizational change. Partner with Finance and Technology to improve automation, scalability, metrics, and processes while supporting advisors and client-facing colleagues with billing inquiries.