• Works cross functionally to develop partnership strategies for clinical trials and programs • Provides oversight, strategic expertise in the planning, coordination, and delivery of all activities for designated clinical study projects • Directs, manages and ensures collaboration within a team of Project Directors and Project Managers • Provides leadership and oversight on all clinical programs • Interacts with study sponsors as primary point of escalation • Optimizes the profitability of the Project Management organization to meet or exceed budget targets • Assesses and manages resource allocations to ensure goals are met • Selects, trains, develops and manages talent in project leadership positions • Provides technical support and guidance to assigned project managers • Identifies and escalates impacts to project scope, resources, schedule or budget • Ensures project leadership personnel work to the highest quality standards • Participates with Business Development in opportunity development, proposals and budgeting

• Track task and milestone progress, keeping schedules up to date (Jira, Asana, or similar) • Run status meetings with internal teams and US clients (stand-ups, weekly check-ins) • Identify risks and blockers before they become issues — and escalate when necessary • Prepare progress reports and executive presentations for US stakeholders • Ensure the backlog is prioritized and the team has clarity on upcoming deliverables • Keep all project documentation organized: plans, meeting minutes, status reports, lessons learned • Ensure QA and validation processes are followed before each client delivery • Propose continuous improvements to internal management and execution processes

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.

Where You’ll Work From primary to specialty care, as well as walk-in and virtual services, CHI Health Clinic delivers more options and better access so you can spend time on what matters: being healthy. We offer more than 20 specialties and 100 convenient locations; with some clinics offering extended hours. Job Summary and Responsibilities As our Administrative Professional, you will be an integral contributor to our operational success, providing comprehensive support to leadership and ensuring an environment of efficiency and high-quality service.Every day, you will facilitate the streamlined operation of the office, managing diverse administrative functions and cultivating effective internal and external communication networks.To thrive in this critical role, you will demonstrate exceptional organizational acumen, a proactive and resourceful approach to problem-solving, and an unwavering commitment to anticipating needs and delivering accurate, timely support. - Manages project schedules, budgets, and/or resources as well as coordinating communication between team members and stakeholders - Independently collect, analyze, and present data to leadership using various tools and techniques. - Finalize presentations and agendas for meetings - Use data findings to help solve operational barriers and implement improved workflows. - Support multiple providers and or departments by managing ongoing projects directly impacting operations and KPIs - Manage schedules regarding (but not limited to) provider call and new hire training schedules Job Requirements Required - Associates Other in management or healthcare related field or 1-2 years’ experience managing projects of varying size and complexity, upon hire