Cerity Partners

Software Engineer

• Build and ship complex, scalable solutions serving tens of thousands of clients
• Make foundational decisions about architecture, design, systems, data, and product
• Own end-to-end user journeys and business goals
• Build solutions or partner with vendors and integrate them into a cohesive platform
• Build both 0-to-1 products and scale products post-launch
• Identify high-value opportunities and understand client, advisor, and colleague needs
• Map workflows, test prototypes and hypotheses, and advocate for the best experience
• Establish foundational engineering principles and product strategy
• Work across the AI stack, including harness, context, memory, evals, agents, and models
• Collaborate with clients, advisors, colleagues, and cross-functional teams

Product Manager

• Build and ship solutions with real complexity and scale to tens of thousands of clients
• Make foundational decisions about architecture, design, systems, data, product, and business strategy
• Work directly with the CTO and senior leadership to develop and maintain technology roadmaps aligned with business objectives and strategic initiatives
• Lead hands-on sprint planning, refinement, and execution with a 10-person development team
• Act as the primary liaison between business stakeholders and development teams
• Translate complex business requirements into clear, actionable user stories and acceptance criteria
• Manage and coordinate projects spanning data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development
• Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment
• Gather, analyze, and refine requirements with business stakeholders
• Manage release planning and communication
• Continuously improve agile processes and practices
• Define acceptance criteria and ensure delivered solutions meet business requirements and quality standards
• Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones

Product Designer

• Build and ship complex solutions at scale for tens of thousands of clients
• Make foundational decisions about user experience, product, design systems, and business strategy
• Own end-to-end user journeys and business goals across 0-to-1 and post-launch products
• Partner with clients, advisors, and colleagues to identify opportunities, understand needs, map workflows, test prototypes and hypotheses, and advocate for the best experience
• Establish foundational product strategy and user experience
• Work across the AI stack, including harness, context, memory, evals, agents, and models, applying AI to wealth management and collaboration
• Define the overall design direction, prototyping and shipping standards, design collaboration practices, visual language, and interaction models
• Collaborate with engineering, product, clients, advisors, and colleagues across the business
• Help define design systems and foundational processes as a founding designer

Financial Planning and Analysis

• Support the Chief Planning Officer and Central Solutions Strategy team on day-to-day business operations and special projects
• Assist with the evaluation and firmwide adoption of financial planning, cash flow, and estate planning technology platforms
• Partner with Practice Development Officers to translate planning best practices into resources that improve client outcomes
• Contribute to firmwide planning strategy initiatives, including client segmentation, competitive benchmarking, and KPI reporting
• Help prepare planning materials, cash flow analyses, and presentations used in advisor and client conversations
• Perform other responsibilities as assigned

Financial Planning Analyst, Internship

• Conduct asset class and capital markets research
• Prepare clear, concise written reports of analysis performed
• Provide reports, data, and analysis for senior investment and business leaders as directed
• Participate in research calls and meetings with investment managers; prepare and distribute meeting notes
• Utilize and help build AI tools to support research, drafting, and data analysis
• Maintain investment-related databases, spreadsheets, and models to track client portfolio exposures
• Collaborate with a team to develop a financial planning or investment research project
• Perform other responsibilities as assigned

Investment Office Analyst Intern

Associate

• Support manager due diligence, development of investment content, and private market consultants with client service relationships
• Provide support on drafting RFP responses with data, analyses, and written responses
• Present research findings and conclusions internally and, as needed, to client staff and prospective clients
• Interact with managers and intermediaries to collect data, including special ad-hoc requests
• Proactively source investment opportunities
• Analyze data to reach, support, and present reasoned conclusions
• Draft presentations and written reports
• Summarize key data, findings, and conclusions

Private Markets Associate

Manager

• Oversee day-to-day facilities operations across the Louisville and Elizabethtown offices
• Inspect building cleanliness each morning
• Communicate regularly with the cleaning supervisor
• Conduct monthly inspections of all restrooms, ensuring proper function and secure fixtures
• Inspect all building lighting weekly
• Repair door locks, including the ADA auto-opener system
• Make wall repairs and paint as needed
• Replace carpet tiles and ceiling tiles as needed, including custom cutting
• Clean glass walls periodically between annual contractor cleanings
• Investigate and troubleshoot HVAC issues using the Trane Tracer program
• Service and repair Follett ice/water machines
• Operate auxiliary heaters seasonally
• Control moss/algae growth on the 3rd floor patio
• Set out patio umbrellas in spring and cover chairs in fall
• Move furniture for event setup and breakdown
• Assist IT with equipment setups related to safety and security
• Ensure kitchens are stocked with supplies

Facilities Manager

• Ensure accurate client setup in the firm's portfolio accounting systems
• Manage and execute accurate, timely quarterly billing runs, including facilitating billing processes across major custodians
• Resolve billing issues and handle ad hoc billing requests with sound judgment
• Prepare and distribute client billing with precision
• Partner with Accounts Receivable to ensure accuracy across all billing and payments
• Collaborate across Billing, Finance, and Operations teams to drive meaningful process improvements

Billing & Revenue Associate

Advisor

• Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
• Verify data integrity across all systems and resolve discrepancies with technology and operations teams
• Maintain detailed documentation of client migration activities and system configurations
• Develop and execute customized onboarding plans for each advisor
• Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
• Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
• Track onboarding milestones and proactively address gaps throughout the 4-month transition period
• Serve as primary advisor contact for questions, troubleshooting, and issue escalation
• Coordinate technology setup, office space, business cards, and marketing materials
• Conduct comprehensive handoffs with transition documentation and warm introductions to centralized support teams at the 4-month mark