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.

Develop and execute integrated marketing strategies for advisor teams across digital, content, email, social, and events. Partner with senior stakeholders, manage annual marketing plans, coordinate cross-functional campaigns, maintain marketing content, track performance and ROI, and use analytics to optimize initiatives. The role also advises advisors, identifies growth opportunities, ensures brand consistency, and shares successful campaigns across the firm.

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.

Provides tier 1 desktop and helpdesk support for internal users, including Windows, Office 365, VOIP, onboarding, computer setup, ticket management, and IT asset lifecycle management. Supports platform improvements and special projects such as M&A integrations, phone system conversions, and conference room setups. Requires strong user-facing communication, problem-solving, teamwork, and 3–5+ years of desktop support experience.

Supports private markets research across private equity, private credit, and real assets. Responsibilities include manager due diligence, investment opportunity sourcing, data analysis, RFP responses, client service support, presentations, reports, and communicating research findings to internal and external stakeholders. The role requires collaboration with investment managers and intermediaries, strong communication and organizational skills, and three to five years of private markets research experience.

Remote, unpaid 12-week externship teaching venture capital fundamentals through weekly classes and hands-on experience. Students conduct industry research, source and evaluate potential investments, work with CPV investment professionals, and present their learnings. The program requires approximately five hours per week and is designed for currently enrolled undergraduate students, preferably juniors or seniors, with strong analytical, research, organizational, communication, academic, and time-management skills.