Work at Cerity Partners Management LLC.

Cerity Partners Management LLC is a New York-based wealth management and advisory firm serving high-net-worth individuals, families, businesses, and nonprofit organizations. The firm provides investment management, financial planning, tax, and related advisory services, and...

Financial Services Banking Finance

Open roles 9

Founded 2009

Type Private

Team size 1,001–5,000

Headquarters New York

Website ceritypartners.com

Legal name Cerity Partners LLC

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Open roles at Cerity Partners Management LLC

9 open roles

Orion & Addepar Reporting Analyst Chicago · Chicago $90,000–$110,000 7 days ago

Marketing Manager Redwood City · Redwood City $150,000–$170,000 / year 13 days ago

Practice Marketing Coordinator Chicago · Chicago $65,000–$80,000 / year 17 days ago

Product Manager New York · New York Salary TBC 43 days ago

Product Designer New York · New York Salary TBC 44 days ago

Software Engineer New York · New York Salary TBC 44 days ago

Digital Enablement & AI Specialist New York · New York Salary TBC 51 days ago

Helpdesk Desktop Support Analyst San Francisco 3 · San Francisco 3 $80–$90,000 52 days ago

Institutional Marketing Lead New York · New York Salary TBC 70 days ago

About Cerity Partners Management LLC

Products & services

Financial Planning Services Comprehensive financial planning tailored to individual and family needs, including retirement, estate, tax, and investment strategies.
Retirement Plan Advisory and Consulting Advisory services for retirement plans including 401(k), 403(b), and defined contribution plans, focusing on plan design, investment options, and participant education.
Investment Management Management of investment portfolios tailored to client objectives, risk tolerance, and financial goals.
Tax Planning and Preparation Tax strategy development and preparation services to optimize client tax situations and compliance.
Estate and Gift Planning Advisory services to structure estate and gift transfers efficiently, preserving wealth and minimizing taxes.
Insurance Planning and Risk Management Assessment and management of insurance needs to protect clients against financial risks.

Leadership

Kurt Miscinski President & CEO
Suk Shah Partner, Chief Financial Officer
Chris Curtis Partner and Chief Financial Officer
Carol Benz Partner & Chief People Officer

Seniority mix

Entry & junior 20%
Mid-level 20%
Senior 40%
Lead & principal 10%
Manager & above 10%

Based on 10 open roles

Where they hire

New York, NY 6 roles
Chicago, IL 2 roles
Redwood City, CA 1 role

Based on 9 roles with a listed city

Brands & subsidiaries

Fishman, Block + Diamond

Work at Cerity Partners Management LLC.

Open roles at Cerity Partners Management LLC

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