Jobs at Cerity Partners

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.

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.

Supports the investment advisory firm's compliance program through regulatory monitoring, code of ethics oversight, filings, policy administration, risk assessments, forensic testing, due diligence, communications review, and examination readiness. The role evaluates compliance risks across products, marketing materials, transactions, and business initiatives; collaborates with legal, finance, operations, technology, and investment teams; and helps improve automated monitoring and reporting workflows.

Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.

Serves as a strategic HR partner to business leaders and employees, advising on employee relations, talent management, performance, compensation, succession planning, and development. Analyzes workforce metrics, prepares leadership reports, supports investigations, and contributes to change management, restructuring, training, and organizational initiatives. Requires strong relationship-building, communication, judgment, confidentiality, business acumen, and data-driven decision-making.