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Cerity Partner Jobs (NOW HIRING)

Cerity Partners

Investment Associate

San Francisco, CA · On-site

$100K - $115K/yr

Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations ...

Cerity Partners

Billing & Revenue Analyst

Louisville, KY · On-site

$60K - $70K/yr

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition Team. In this role, you will prepare, execute ...

Cerity Partners

Principal Tax Manager

New York, NY · On-site

$200K - $220K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Compensation Range ...

Cerity Partners

Senior Tax Associate

Raleigh, NC · On-site

$79K - $98K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Why Cerity Partners:

Cerity Partners

Tax Manager

Cincinnati, OH · On-site

$125K - $175K/yr

Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings. * Prepare and review tax projections for ...

Cerity Partners

Senior Salesforce Developer

New York, NY · On-site

$140K - $180K/yr

The Team Shared Services Technology is a department within Cerity Partners that focuses on internal tool development at Cerity Partners. We tackle big projects like building data integrations between ...

Cerity Partners

Client Service Associate

Albany, NY

$65K - $75K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Compensation Range ...

Cerity Partners

Tax Administrative Associate

Cincinnati, OH · On-site

$56K - $74K/yr

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 ...

Cerity Partners

Tax Operations Associate

Raleigh, NC · On-site

$56K - $75K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Why Cerity Partners:

Cerity Partners

Tax Preparer Associate

Cincinnati, OH · On-site

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Why Cerity Partners:

Cerity Partners

Tax Manager

Louisville, KY · On-site

$106K - $139K/yr

Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings. * Prepare and review tax projections for ...

Cerity Partners

Senior Tax Associate

Cincinnati, OH · On-site

$78K - $96K/yr

Demonstrate the Cerity Partners culture. Physical Requirements: * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. Why Cerity Partners:

Cerity Partners

Investment Associate

Los Angeles, CA · On-site

$100K - $115K/yr

Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for ...

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Cerity Partner information

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$30.5K

$117.5K

How much do cerity partner jobs pay per year?

As of Jun 16, 2026, the average yearly pay for cerity partner in the United States is $113,105.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,500.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Cerity Partner, and why are they important?

To thrive as a Cerity Partner, you generally need a background in business development, sales, or insurance, along with a solid understanding of workers' compensation insurance products. Familiarity with CRM systems, digital quoting platforms, and relevant state insurance licensing is typically required. Strong relationship-building, communication, and consultative selling skills set top performers apart in this role. These abilities are crucial for effectively acquiring clients, ensuring compliance, and maintaining successful partnerships in a competitive insurance market.

What is the difference between Cerity Partner vs Insurance Agent?

AspectCerity PartnerInsurance Agent
CredentialsTypically requires licensing and industry-specific certificationsRequires state licensing, often with specific insurance licenses
Work EnvironmentConsultative, client-focused, often within agencies or brokeragesSales-driven, working with clients directly or through agencies
Employer & Industry UsagePart of insurance agencies, brokerages, or consulting firmsIndependent agents or employed by insurance companies
Search & Comparison IntentUnderstanding roles in insurance consulting and partnershipLooking for insurance sales or coverage options

While both Cerity Partners and Insurance Agents operate within the insurance industry, Cerity Partners typically focus on consulting and partnership roles requiring industry certifications, whereas Insurance Agents primarily sell insurance policies directly to clients. The roles differ in work environment, credentials, and employer settings, catering to different aspects of insurance services.

What are some typical challenges Cerity Partners face when managing multiple client portfolios, and how can new hires effectively address them?

Cerity Partners often manage several client portfolios simultaneously, which can present challenges such as balancing diverse financial goals, staying updated on market trends, and meeting tight reporting deadlines. New hires can address these challenges by leveraging robust organizational tools, maintaining clear communication with both clients and team members, and actively participating in ongoing professional development. Collaboration with experienced colleagues and utilizing firm-provided resources also help ensure high-quality client service and smooth workflow management.

What are Cerity Partners and what do they do?

Cerity Partners are professionals who work for Cerity Partners, a national wealth management and financial advisory firm. They provide a wide range of services including investment management, financial planning, tax advisory, retirement planning, estate planning, and corporate benefit consulting. Cerity Partners serve individuals, families, businesses, and nonprofit organizations by helping them achieve their financial goals. Their team is made up of experienced advisors who act as fiduciaries, always putting their clients' interests first.
Infographic showing various Cerity Partner job openings in the United States as of June 2026, with employment types broken down into 90% Full Time, 1% Temporary, and 9% Contract. Highlights an 62% Physical, 1% Hybrid, and 37% Remote job distribution, with an average salary of $113,105 per year, or $54.4 per hour.
Platform Owner, Lead Generation Laboratory

Platform Owner, Lead Generation Laboratory

Cerity Partners

New York, NY • On-site, Remote

$100K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

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.

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