Jobs at Cerity Partners

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.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account transactions, maintaining CRM and planning software, preparing client meeting materials, conducting research, and presenting recommendations to help clients meet financial goals while delivering exceptional client service.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

Serve as a wealth planner managing 70–85 clients, delivering portfolio management, financial and tax-sensitive planning, client reviews, investment recommendations, asset allocation, cash management, and proactive client contact. Support firm activities and uphold professional and compliance standards. Some local travel between San Francisco and Silicon Valley, with infrequent out-of-state client visits.

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, maintains client relationships, and assists with staff development in a remote environment.

The Director of Private Markets will lead manager research, conduct due diligence, present findings to clients, and support business development efforts.