Teams 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.