Cerity Partners
Cerity Partners Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Provides adoption assistance
Offers generous parental leave
Provides family medical leave
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Offers performance bonuses
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides bereavement leave
Provides paid holidays
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Recently posted jobs
Financial Services
Leads onboarding and implementation of workplace financial counseling programs, developing standardized processes, playbooks, training, and operational frameworks. Coordinates corporate stakeholders, advisors, marketing, billing, communications, and internal teams. Uses engagement data and advisor feedback to improve utilization, recommend engagement strategies, and identify corporate expansion opportunities.
Financial Services
Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.
Financial Services
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.
