Cerity Partners

Role Description Support of the Addepar and Orion systems which is used for client performance reporting. This includes: - New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments. - Daily update/reconciliation - Monitor reporting and integration of alternative assets - Monthly performance updates - Proactively monitor dashboards to ensure system integrity and data accuracy - Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. - Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing. - Support the integration of new advisors onto the Orion & Addepar systems. This includes: - Establish the clients/accounts - Link to custodians - Conversion of history (transactions, balances and performance) - Reconciliation of history conversion - Population of custom attributes - In conjunction with users, create and test client packages - Ensure the existence of adequate internal controls and compliance with regulatory requirements - Assist with improvement projects, ad-hoc projects and complete assigned research projects - Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies Qualifications - 1-5 years related investment services industry experience preferred - Proficient in Microsoft Excel - Experience using Salesforce - Experience with portfolio accounting and performance management software such as Addepar and Orion a plus - Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team. - Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm. - An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. - Team player who welcomes feedback with the goal of continuous improvement. - Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills. - Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time. - Proficiency in technology/applications a must – experience with excel required - Bachelor’s degree required; experience in financial services preferred Requirements - Compensation: $65,000 - $75,000 Benefits - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Role Description We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing teams. In addition, it undertakes support functions to ensure that the operations and financial planning tools (primarily eMoney) are used in an efficient and consistent fashion. As a member of the Operations team your responsibilities would include the following activities: - Become a super-user in the financial planning software, eMoney - Provide training to new users and users converting from different financial planning tools - Support advisor/planning teams by answering questions and troubleshooting issues - Stay up to date on the custom eMoney environment and new features - Work with custodians and client performance reporting systems representatives to resolve tech issues for users - Maintain written procedures on all aspects of this position and work to continuously improve processes and increase efficiency - Create training materials and Power Point presentations as needed - Help manage cost efficient list of eMoney users, and support with onboarding and offboarding - Provide support to the internal financial planning resource in one or more areas of expertise Qualifications - Bachelor’s degree - 5 or more years of experience in wealth management/financial planning - Microsoft Office: Outlook, Word, Excel, Power Point - General financial services industry knowledge - Focused on financial planning (FP) and working toward the CFP® designation - Advanced level of knowledge in eMoney FP software - Familiarity with MoneyGuide Pro FP software - Can work effectively in a remote/virtual environment, with a distributed team - High attention to detail - Strong organizational skills - Clear communication abilities Benefits - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits

Role Description We are seeking a Cybersecurity Engineer with 3-5 years of hands-on experience to join our growing cybersecurity team. In this role, you will be responsible for the day-to-day engineering, administration, and optimization of our security tools and infrastructure. You will work closely with the Cybersecurity Manager and the broader IT team to implement, monitor, and improve the security controls that protect our Microsoft Azure / M365 cloud environment, endpoints, and data. This is a hands-on technical role with meaningful exposure to compliance frameworks, incident response, and vendor management - making it an excellent opportunity for someone who wants to grow their career across the full breadth of cybersecurity in a regulated financial services environment. Qualifications - 5 - 7 years of hands-on experience in cybersecurity engineering, security operations, or a closely related technical security role. - Strong working knowledge of Microsoft Azure and M365 security capabilities, including Entra ID (Azure AD), Conditional Access, Defender suite, and Purview. - Experience deploying, managing, and tuning EDR platforms (e.g., SentinelOne, CrowdStrike, Microsoft Defender for Endpoint). - Experience with SIEM platforms - log ingestion, correlation rule development, alert tuning, and dashboard creation (e.g., FortiSIEM, Sentinel, Splunk, or comparable). - Demonstrated experience managing enterprise patching programs across Windows endpoints and servers, with familiarity in patch management tooling (e.g., WSUS, Intune, SCCM/MECM, or third-party solutions). - Hands-on experience with vulnerability scanning platforms (e.g., Tenable, Qualys, Rapid7) including scan configuration, result analysis, and remediation workflow management. - Ability to assess and prioritize vulnerabilities using contextual risk factors beyond raw CVSS scores, including asset exposure, exploit availability, and business impact. - Solid understanding of identity and access management concepts including MFA, SSO, RBAC, and privileged access management. - Familiarity with endpoint management tools such as Microsoft Intune and application control technologies like AppLocker. - Experience with vulnerability management tools and processes (e.g., Tenable, Qualys, Rapid7). - Working knowledge of common security frameworks and standards (NIST CSF, CIS Controls, MITRE ATT&CK). - Competency in scripting for automation and reporting (PowerShell preferred; Python a plus). - Strong analytical and problem-solving skills with the ability to investigate complex security events across multiple data sources. - Excellent written and verbal communication skills - able to clearly explain technical security topics to both technical and non-technical audiences. - Bachelor's degree in Cybersecurity, Computer Science, Information Technology, or a related field - or equivalent practical experience. Requirements - Participate in incident detection, investigation, containment, and remediation activities. - Perform log analysis and forensic investigation across endpoint, network, identity, and cloud environments. - Document incidents thoroughly, including root cause analysis, timeline reconstruction, and lessons learned. - Coordinate with the managed SOC provider on alert escalation, tuning requests, and incident handoff procedures. - Contribute to the development and testing of incident response playbooks and procedures. - Support the ongoing maintenance of SOC 2 Type 2 compliance, including evidence collection, control testing, and audit coordination through our compliance automation platform (Drata). - Assist with the development, review, and enforcement of cybersecurity policies, standards, and procedures. - Contribute to vendor security assessments and due diligence reviews as part of our vendor risk management program. - Support Business Continuity Plan (BCP) documentation, tabletop exercises, and testing activities. - Help prepare materials and reporting for the Cyber Risk Steering Committee (CRSC) and other governance bodies. - Support the development and delivery of security awareness training and phishing simulation campaigns. - Serve as a knowledgeable security resource for IT colleagues and the broader organization, translating technical concepts into clear, actionable guidance. - Collaborate with cross-functional teams including IT infrastructure, compliance, and risk management to integrate security into business processes. Benefits - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Role Description As a member of the CRM conversion project team your responsibilities would include the following activities: - Provide CRM conversion project team support. This includes: - Scheduling project calls, trainings, and other adhoc meetings with all stakeholders - Follow up emails documenting all action items, decisions made, important notes (following project calls, initial training, CRM access, etc.) - Launching new project Asana boards and notifying all associated parties - Keeping all Asana timelines and tasks up to date - Preparing for project calls/project call follow ups - Update training decks with Salesforce features as deployments occur - Keeping internal documentation up to date: Confluence, Smartsheet, Merger Cheat sheets, etc. - Support the integration of new advisors on to the Salesforce system. This includes: - Onboarding set up within Salesforce platform for incoming teams - Updating users after tech over - Salesforce & DocuSign - Validation of all conversion related data - Miscellaneous project specific tasks - During the life of the project, help serve as a point of contact for all questions for advisor teams, and third-party solution providers. - Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the CRM platform. - Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing. - Assist with improvement projects, ad-hoc projects and complete assigned research projects. - Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies. Qualifications - Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team. - Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm. - An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. - Team player who welcomes feedback with the goal of continuous improvement. - Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills. - Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time. - Proficiency in technology/applications a must – experience with Salesforce and Excel required. - Bachelor’s degree in Business or related field required. - 1-3 years related investment services industry experience preferred. - Experience with other CRM softwares such as Hubspot, Wealthbox, Dynamics a plus. - Experience with project management a plus. Benefits - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Role Description Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywhere in the US. We are seeking a CPA with at least 7–10 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required. This is a growth opportunity and not a replacement position. The ideal candidate has significant experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving sophisticated issues before they become problems. You will: - Review and adjust client-prepared accounting - Prepare and review complex partnership, S corporation, C corporation and individual tax returns - Interact directly with clients and advisors - Assist partners with planning and strategic projects Qualifications - Bachelor’s degree in accounting or related field - Active CPA license - Minimum 7–10 years public accounting experience - Strong experience with 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities and multi-state issues preferred - Significant complex partnership and real estate tax, and high-net-worth experience required - Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, QuickBooks and Office 365 preferred Requirements You are committed to public accounting and have a reputation for integrity, professionalism, responsiveness and sound judgment. You are a team player who works effectively with clients, colleagues and administrative team members and understand that collaboration is critical to delivering exceptional client service. You are proactive rather than reactive and seek solutions rather than simply identifying problems. You possess excellent written and verbal communication skills and are able to organize, prioritize and manage multiple client engagements while consistently meeting deadlines and exceeding expectations. You embrace technology and continuously seek efficiencies, including leveraging AI tools and workflow technology to improve quality, productivity and client service. You are self-directed, highly organized and take ownership of your responsibilities and client relationships. Benefits - Flexible PTO policy that you can actually use - Remote flexibility without sacrificing collaboration or career growth - Salary is commensurate with experience and range is 150 – 180 base salary - You will be paid a bonus twice a year based on productivity, contributions to the firm and overall performance - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners Tax, Accounting & Advisory Services is a highly sophisticated CPA and advisory practice serving high-net-worth individuals, multi-generational families, real estate investors, entrepreneurs, family offices, and closely held businesses. Our clients expect a high-touch experience and proactive advice. We emphasize planning and strategy—not simply preparing tax returns after the fact. We have been highly successful in attracting and retaining exceptional professionals because of the sophistication of our work, our flexible work environment and our firm culture. We maintain a two-level review process designed to ensure exceptional technical quality and client service. We also make a significant investment in training and professional development. All staff members are assigned a mentor ("buddy") and participate in regular monthly check-ins with principals and partners to support ongoing development, communication and career growth.

• Deploy, configure, tune, and maintain enterprise security tools including EDR, SIEM, email security, DNS filtering, and endpoint management platforms. • Monitor security alerts and events across the environment, performing triage, investigation, and escalation of potential incidents. • Manage and optimize detection rules, alerting thresholds, and automated response workflows within SIEM and EDR platforms. • Support the administration and enforcement of Conditional Access Policies, application control policies (AppLocker), and identity and access management configurations within Microsoft Entra ID (Azure AD). • Assist with the deployment and management of mobile device management (MDM/MAM) policies through Microsoft Intune. • Conduct vulnerability assessments and coordinate remediation efforts with IT infrastructure and application teams. • Develop and maintain PowerShell or Python scripts to automate routine security tasks, reporting, and data collection. • Manage the end-to-end vulnerability management lifecycle - scanning, prioritization, remediation tracking, and validation across servers, endpoints, and cloud resources. • Coordinate and execute OS and third-party application patching across the environment, ensuring timely remediation of critical and high-severity vulnerabilities in alignment with established SLAs and maintenance windows. • Triage vulnerability scan results and prioritize remediation based on exploitability, asset criticality, and environmental context. • Monitor threat intelligence feeds and vendor advisories (Microsoft Patch Tuesday, CISA KEV catalog, vendor-specific bulletins) and track patching compliance metrics to support both proactive risk reduction and SOC 2 audit evidence requirements. • Participate in incident detection, investigation, containment, and remediation activities. • Perform log analysis and forensic investigation across endpoint, network, identity, and cloud environments. • Document incidents thoroughly, including root cause analysis, timeline reconstruction, and lessons learned. • Coordinate with the managed SOC provider on alert escalation, tuning requests, and incident handoff procedures. • Contribute to the development and testing of incident response playbooks and procedures. • Support the ongoing maintenance of SOC 2 Type 2 compliance, including evidence collection, control testing, and audit coordination through our compliance automation platform (Drata).

The Lead Generation Laboratory is hiring an analyst to power Cerity Partners’ data-driven prospecting engine. This team sits at the heart of the firm’s growth strategy — translating raw market signals, enrichment data, and internal relationship intelligence into high-quality, actionable leads for the Capital Solutions and Practice Development teams. Sitting within our Operations organization, the analyst will work closely with the Concierge Desk, Capital Solutions, and practice-specific business development contacts. Primary Responsibilities: Signal Sourcing & New Lead Generation - Monitor SEC Form 4 and Form 144 filings, M&A transaction announcements, and property records for liquidity events and wealth-generating triggers - Convert cold signal-based leads into warm opportunities by identifying relationship paths, enriching contact data, and flagging institutional connections - Respond to PDO- and Practice-specific targeting requests (e.g., “business owners within 30 miles of Chicago with $3M+ investable assets”) with researched, scored lead lists - Deliver weekly scored lead batches to the Concierge Desk, complete with outreach recommendations and supporting data - Surface leads from existing cli• Monitor SEC Form 4 and Form 144 filings, M&A transaction announcements, and property records for liquidity events and wealth-generating triggers - Convert cold signal-based leads into warm opportunities by identifying relationship paths, enriching contact data, and flagging institutional connections - Respond to PDO- and Practice-specific targeting requests (e.g., “business owners within 30 miles of Chicago with $3M+ investable assets”) with researched, scored lead lists - Deliver weekly scored lead batches to the Concierge Desk, complete with outreach recommendations and supporting data - Surface leads from existing client networks and COI referral relationships - Use tools including LinkedIn Sales Navigator, Equilar, FinSearch, and Clay to identify and qualify prospective clients ent networks and COI referral relationships - Use tools including LinkedIn Sales Navigator, Equilar, FinSearch, and Clay to identify and qualify prospective clients Required Qualifications - Bachelor’s degree required - 1–4 years of experience in financial services, wealth management research, investment banking, data analysis, or a related field - Familiarity with Salesforce or similar CRM platforms; comfort working with structured data - Deep expertise in efficiency and process optimization through AI tools Preferred Qualifications - Understanding of SEC filings (Form 4, Form 144) or M&A processes - Experience with financial data tools: Equilar, Windfall, LinkedIn Sales Navigator, FinSearch, Aidentified, or similar Skills and Competencies: - Strong research instincts and the ability to synthesize information from multiple data sources into coherent, actionable outputs - Detail-oriented and organized, with strong written communication skills - Collaborative mindset — able to work across practice groups, business development teams, and technology counterparts - Must accept and thrive in a fast-moving, build-phase environment Physical Requirements: - Prolonged periods sitting at a desk and working on a computer - Occasional travel to firm offices or team meetings may be required Compensation Range: $85,000-$95,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

The Lead Generation Laboratory is hiring an analyst to power Cerity Partners’ data-driven prospecting engine. This team sits at the heart of the firm’s growth strategy — translating raw market signals, enrichment data, and internal relationship intelligence into high-quality, actionable leads for the Capital Solutions and Practice Development teams. Sitting within our Operations organization, the analyst will work closely with the Concierge Desk, Capital Solutions, and practice-specific business development contacts. Primary Responsibilities: Lead Enrichment & Internal Connections - Enrich inbound leads using the full Lead Lab tech stack — layering wealth signals, relationship data, and financial trigger intelligence onto raw contacts - Surface warm introduction paths: identify who at Cerity Partners has existing connections to a given lead using Aidentified, Microsoft Graph email linkage, and Salesforce relationship data - Build high-quality lead dossiers for the Concierge Desk and Capital Solutions team, enabling personalized, relevant outreach - Identify share of wallet opportunities within the existing ~50,000-person Cerity Partners client base — flagging clients with untapped Capital Solutions needs using Holistiplan, eMoney, and Windfall - Monitor for institutional flywheel leads: OCIO/RPC clients whose executives or board members are WM prospects, and WM clients whose profiles suggest institutional relationships - Continuously improve enrichment coverage and data freshness across client and prospect records Required Qualifications - Bachelor’s degree required - 1–4 years of experience in financial services, wealth management research, investment banking, data analysis, or a related field - Familiarity with Salesforce or similar CRM platforms; comfort working with structured data - Deep expertise in efficiency and process optimization through AI tools Preferred Qualifications - Understanding of SEC filings (Form 4, Form 144) or M&A processes - Experience with financial data tools: Equilar, Windfall, LinkedIn Sales Navigator, FinSearch, Aidentified, or similar Skills and Competencies: - Strong research instincts and the ability to synthesize information from multiple data sources into coherent, actionable outputs - Detail-oriented and organized, with strong written communication skills - Collaborative mindset — able to work across practice groups, business development teams, and technology counterparts - Must accept and thrive in a fast-moving, build-phase environment Physical Requirements: - Prolonged periods sitting at a desk and working on a computer - Occasional travel to firm offices or team meetings may be required Compensation Range: $85,000-$95,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface, enrich, and route high-quality prospects across the firm. The Platform Owner is the technical and operational backbone of this effort — a dedicated hire who will own the enrichment infrastructure, manage the Lead Lab’s analyst team, and serve as the critical link between data systems and revenue-generating advisors. This is a build-and-operate role for a technically fluent operator who thrives at the intersection of financial services, CRM systems, and modern data tooling. The Platform Owner will have direct impact on Capital Solutions’ ability to identify new clients and expand wallet share across Cerity Partner’s client base. Primary Responsibilities: Tech Stack Ownership - Own and administer all Lead Lab data platforms, including tools for wealth identification, enrichment, relationship mapping, and financial trigger monitoring (e.g., Windfall, Equilar, Aidentified, Seamless.AI, Clay) - Monitor vendor developments and evaluate new functionality; manage contract renewals and vendor relationships - Lead ongoing platform rationalization — eliminating redundancy and maximizing utilization across the enrichment stack - Stay current on emerging AI-powered enrichment tools and signal detection technologies Salesforce Integration & Data Quality - Build and maintain enrichment flows into Salesforce leads, prospects, and client records - Ensure data quality, deduplication, and freshness across the firm’s ~50,000-person client base - Coordinate with the Salesforce admin team and Practice Development on schema design and workflow updates - Serve as key liaison between Central Solutions, Partner Development, and technical execution teams Email Linkage Engine - Implement and maintain Microsoft Graph API integration to surface historical email connections between advisors and prospective clients - Surface warm introduction signals and route connection intelligence to the Concierge Desk and Practice Development - Ensure the linkage engine operates reliably and that output is actionable for business development teams Team & Platform Leadership - Directly manage two Lead Lab Analysts, setting priorities, reviewing outputs, and ensuring alignment with business development goals - Own the Lead Lab’s reporting infrastructure, including dashboards and weekly scored lead batch delivery - Liaise across Central Solutions, Practice Development, and Capital Solutions to ensure the platform serves front-line need Required Qualifications - Bachelor’s degree required; advanced degree in finance, data, or related field a plus - 5–10+ years of experience in financial services, wealth management, or a data/operations role in a complex professional services environment - Strong working knowledge of Salesforce CRM — ideally with hands-on configuration or administration experience - Technical comfort with APIs and data integration concepts; ability to communicate with engineers and translate business needs into technical requirements Preferred Qualifications - Experience with data orchestration tools (e.g., Clay) or workflow automation platforms - Familiarity with financial planning tools such as eMoney, Holistiplan, or Addepar/Orion - Prior experience managing direct reports or a small team Skills and Competencies: - Familiarity with wealth data platforms such as Windfall, Equilar, Aidentified, BoardEx, or similar tools - Highly organized, with a track record of managing multiple vendor relationships and complex data workflows - Strong communicator who can translate data insights into actionable guidance for advisors and leadership - Must accept and thrive in a fast-moving, build-phase environment with evolving priorities Physical Requirements: - Prolonged periods sitting at a desk and working on a computer - Occasional travel to firm offices or vendor meetings may be required Compensation Range: $100,000-$175,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Primary Responsibilities As a member of the operations team your responsibilities would include the following activities: - Support the project team by maintaining a clearly defined project plan. This includes: - Organized updates on statuses for all project related tasks - Realistic and defined due dates and dependencies - Managing follow ups and delegation of tasks throughout the project - Support the integration of new advisors onto the Orion system. This includes: - Establish the clients / accounts - Link to custodians - Analyze the conversion of history (transactions, balances and performance) - Reconcile outliers pertaining to the historical conversion - Populate custom fields - In conjunction with users, create and test client packages - Assist in user setup and training - During the life of the project, serve as a point of contact for all operations questions for advisor teams, and third-party solution providers - Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. - Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing. - Ensure the existence of adequate internal controls and compliance with regulatory requirements - Assist with improvement projects, ad-hoc projects and complete assigned research projects - Maintain written procedures on all aspects of this position and work to continuously improve initiatives to identify potential solutions and efficiencies Primary Responsibilities  - Proven history of being a “self-starter,” and a track record of working effectively in a remote/virtual environment, with a distributed team. - Ability to “manage up” and have direct, open, and progressive conversations with Management and Partners across the firm. - An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to addressing opportunities and challenges. - Team player who welcomes feedback with the goal of continuous improvement. - Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills. - Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time. - Proficiency in technology/applications a must – experience with excel required - Bachelor’s degree in Business or related field required - 1-3 years related investment services industry experience preferred - Experience with portfolio accounting and performance management software such as Orion a plus - Experience with project management a plus Compensation Range: $90,000 - $100,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Flexible PTO policy - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.