Jobs at Cerity Partners

Own executive and senior-level searches from intake through close, advising practice leaders on search strategy, talent markets, compensation, and hiring decisions. Build confidential executive pipelines, lead interview and onboarding processes, negotiate offers, deliver high-touch candidate experiences, report on search progress, and mentor recruiting team members. Serve as a strategic talent advisor across client-facing practices and shared 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.

Sources and evaluates startup investment and commercial partnership opportunities for corporate venture capital clients. Responsibilities include meeting founders, assessing business plans and pitches, developing entrepreneur relationships, researching industries and market trends, tracking deal flow, supporting due diligence, and assisting with transaction closings.

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.

Lead portfolio strategy, construction, manager selection, and performance oversight for a client segment. Oversee rebalancing, tax-loss harvesting, IPS creation, investment research, compliance, client communications, onboarding, and team leadership while contributing to firm initiatives and process improvements.

The Senior Tax Accountant prepares and reviews income tax returns, provides tax planning and advisory services to clients, and manages client relationships while ensuring compliance and optimal tax outcomes.

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.