Jobs at Cerity Partners

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

Lead design and delivery of individualized development plans and training for client-facing wealth management colleagues. Assess talent, coach managers, implement curricula, evaluate outcomes, and align career pathways with firm objectives.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.

The Business Development Associate supports sales efforts by coordinating meetings, managing inquiries, facilitating onboarding, and ensuring CRM data integrity.

The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.

The Senior Associate Compliance role manages compliance oversight for trading activities, ensuring adherence to regulations, identifying risks, and collaborating across teams. Responsibilities include trade surveillance, risk assessments, and compliance documentation.

The Billing & Revenue Analyst will manage client billing functions, ensure accuracy of client setups, resolve billing issues, and drive collaboration across Finance and Operations teams.

The Workday Specialist configures and optimizes Workday HCM, Payroll, and Talent modules, managing data integrity and integrations while collaborating with business stakeholders.

The Performance Marketing Manager executes and optimizes paid media campaigns, manages HubSpot, oversees email marketing, analyzes campaigns, and collaborates with various teams to achieve marketing goals.

The Social Media Manager will create and execute social media content to promote the Cerity Partners brand, overseeing channels and analyzing performance.