Cerity Partners
ceritypartners.com
Actively hiring
Wealth Management & Financial Advisors
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News
Technologies
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Products
People
Growth
Offices
Jobs
Financials
How Cerity Partners hires
Truth index
A 92/100
Median time to fill
41 days
Ghost roles
0%
Stale roles
33%
Reposted roles
0%
Cerity Partners scores A on the Alion truth index (A is best, E worst), measured over 3 open roles re-checked against its own hiring board: 0% look like ghost listings, 33% have gone stale and 0% are the same role posted again. Its roles close in a median of 41 days. It measures how much of what this employer publishes turns into a real, finite search - not the employer as a workplace. How the index is computed
Overview
Cerity Partners is an independent US wealth management and advisory firm serving high-net-worth individuals, families, businesses and nonprofit organisations. It provides investment management, financial planning, tax, trust and estate services, family office support and retirement plan consulting, and has grown through a steady series of mergers with advisory firms across the United States. The firm is headquartered in New York and has been backed by private equity investors including Genstar Capital.
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Cerity Partners Adds $1.4 Billion From Shufro Rose
Two advisory teams managing $1.4 billion are joining Cerity Partners from Shufro Rose, leaving the storied firm
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Inside the 2026 Institutional Client Summit
This summer, clients and prospective clients gathered in Seattle for the 2026 Cerity Partners Institutional Client Summit. The theme-"Forty Years Forward: Continuing Trust, Expanding Capability"- framed two days of discussion on markets, portfolio constru
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Report
Why More Nonprofits Are Considering OCIO
Nonprofits are being squeezed from multiple directions. Federal funding has become less reliable. Demand for services continues to rise. Operating deficits are more common. Organizations are increasingly asking private donors and other funding sources to
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Report
Tax, Handled Forward: Proactive Planning for Complex Wealth
Part of a three-part series on a single founder's liquidity event, told through planning, tax, and investments. By the time Maya files the tax return for the year she sells her company, the most important decisions about that sale will already have been m
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What's on Our Minds
Download this week's full edition! Despite a rate hike and rising gas costs squeezing households this year, consumer spending remains resilient thanks to historically low household leverage, near-full employment, and increasingly wealthy, low-debt baby bo
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Cerity Partners enters Iowa with Gilbert & Cook deal
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
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Driving High Performance Corporate Venture Investment Committees
Over a decade ago, a friend of our firm became a founding partner of a small corporate venture capital fund ("CVC") for a company with a well-known brand, and he would frequently complain about one of the most frustrating parts of his job: pitching invest
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Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026
In 2017, Qualified Opportunity Zones (QOZs) were created to encourage additional investment in certain census tracts nominated by state governors. Funds tied to QOZs were given very specific rules including location, tax inclusion timing, and allowed inve
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What's on Our Minds
Download this week's full edition! Futures markets see a 90% chance of a 25-basis-point hike at this week's Federal Open Market Committee meeting, and while central banks rarely stop at one hike, equities have historically weathered first hikes well and c
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Tech stack
Technologies named in job postings at Cerity Partners over the last 12 months, by layer, with the share of postings for each.
Technologies in use
19
Postings analysed
18
Stack modernity
88/100AI adopter
Languages
SQL17%
Apex6%
JavaScript6%
Python6%
Cloud & platforms
Power BI11%
Tableau11%
Azure6%
Figma6%
AI & ML
Claude33%
ChatGPT17%
LLM6%
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Full Cerity Partners tech stack
19 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$115k
Typical range
$50k – $300k
Open positions
41
37
Jobs
Intern
2.7%
Junior
24.3%
Middle
10.8%
Senior
37.8%
Staff
13.5%
Principal
2.7%
Architect
8.1%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Intern | 1 | $50k | $50k |
| Junior | 9 | $75k | $50k – $110k |
| Middle | 4 | $113k | $60k – $120k |
| Senior | 14 | $150k | $70k – $280k |
| Staff | 5 | $225k | $200k – $250k |
| Principal | 1 | $220k | $220k |
| Architect | 3 | $130k | $90k – $300k |
Highest paying role
Director of Investments & Equity Management
$300k
Normalized to USD per year
All salaries at Cerity Partners
By role, level and city, against the market · 41 jobs with pay
Growth
Hiring Momentum
56/100
Growing
Open positions
74
17 opened / 18 closed in 30 days
Median time-to-fill
41 days
faster than 32% of the market
ATS activity
Every ~11 hours
11/02/2026
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
34% ▼
Early Careers
17% ▼
Operations
9%
Customer Success
8% ▼
Administrative
5%
Analytics
4% ▲
Actively hiring for Finance (+10 in 30 days)
Activity Timeline
+6 jobs in a week
Oct 2026
New location: San Jose
Oct 2026
+5 jobs in a week
Oct 2026
New location: North Bay
Oct 2026
+5 jobs in a week
Oct 2026
New location: Santa Barbara
Oct 2026
New location: Pittsburgh
Oct 2026
Added Windows to stack
Oct 2026
+7 jobs in a week
Oct 2026
New location: Bardstown
Oct 2026
+10 jobs in a week
Oct 2026
New location: Seattle
Oct 2026
Offices
Where the company hires and what each office is for
Cities
32
Hiring now
31
Countries
2
Busiest office
New York
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Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
New York
United States
HQ
Louisville KY Office
22 open roles 25 posted in 90 days 14% engineering 9% remote 200-500 est. staff $156k Avg Salary
hires for Finance, Sales, AI/ML
Louisville
United States
Corporate office
Louisville KY Office
14 open roles 16 posted in 90 days 7% engineering 200-500 est. staff $187k Avg Salary
hires for Finance, Early Careers, Backend
Chicago
United States
Regional office
Chicago Office
13 open roles 15 posted in 90 days 15% engineering 8% remote 200-500 est. staff $158k Avg Salary
hires for Finance, Backend, Product
Denver
United States
Regional office
Austin OCIO Office
9 open roles 10 posted in 90 days 11% engineering 50-200 est. staff $173k Avg Salary
hires for Backend, Leadership, Product
San Francisco
United States
Regional office
San Francisco 1 Office
8 open roles 9 posted in 90 days 13% engineering 50-200 est. staff $243k Avg Salary
hires for Finance, Backend, Product
Boston
United States
Regional office
Boston Franklin St Office
8 open roles 9 posted in 90 days 13% engineering 13% remote 50-200 est. staff $164k Avg Salary
hires for Finance, Sales, Backend
Los Angeles
United States
Regional office
Los Angeles Office
6 open roles 8 posted in 90 days 17% engineering 50-200 est. staff $243k Avg Salary
hires for Finance, Backend, Product
Austin
United States
Regional office
Austin Office
5 open roles 6 posted in 90 days 20% engineering 50-200 est. staff $178k Avg Salary
hires for Backend, Design, Customer Success
Cincinnati
United States
Corporate office
Cincinnati South Office
5 open roles 5 posted in 90 days 50-200 est. staff
hires for Finance, Early Careers
Indianapolis
United States
Corporate office
Indianapolis Office
4 open roles 8 posted in 90 days 50-200 est. staff $80k Avg Salary
hires for Administrative, Finance, Legal
Albany
United States
Sales office
Albany Office
4 open roles 4 posted in 90 days 25% remote 50-200 est. staff $112k Avg Salary
hires for Sales, Operations, Customer Success
Norfolk
United States
Regional office
Norfolk Office
3 open roles 4 posted in 90 days 50-200 est. staff $183k Avg Salary
hires for Management, Customer Success, Early Careers
Elizabethtown
United States
Corporate office
Elizabethtown Office
3 open roles 3 posted in 90 days 10-50 est. staff
hires for Finance, Early Careers
Conshohocken
United States
Sales office
3 open roles 3 posted in 90 days 33% remote 10-50 est. staff $150k Avg Salary
hires for Sales, Finance
Cleveland
United States
Regional office
Cleveland Office
3 open roles 3 posted in 90 days 10-50 est. staff $130k Avg Salary
hires for Finance, Customer Success, Solutions
Raleigh
United States
Raleigh Office
2 open roles 3 posted in 90 days 50-200 est. staff
hires for Administrative, Finance
Philadelphia
United States
Philadelphia Office
2 open roles 2 posted in 90 days 10-50 est. staff $108k Avg Salary
hires for Finance, Customer Success
Nashville
United States
Nashville Office
2 open roles 3 posted in 90 days 10-50 est. staff $200k Avg Salary
hires for Operations, Solutions
Irvine
United States
Orange County Office
2 open roles 1 posted in 90 days 10-50 est. staff $160k Avg Salary
hires for Finance, Management
Baltimore
United States
2 open roles 2 posted in 90 days 10-50 est. staff $200k Avg Salary
hires for Legal, Solutions
Seattle
United States
Seattle Office
2 open roles 2 posted in 90 days 10-50 est. staff $153k Avg Salary
hires for Management, Solutions
Bowling Green
United States
Bowling Green Office
1 open roles 2 posted in 90 days 10-50 est. staff
hires for Early Careers
Houston
United States
Houston Office
1 open roles 2 posted in 90 days 10-50 est. staff $75k Avg Salary
hires for Operations
Grand Rapids
United States
Grand Rapids Office
1 open roles 10-50 est. staff $50k Avg Salary
hires for Customer Success
Boca Raton
United States
1 open roles 1 posted in 90 days 10-50 est. staff
hires for Legal
Bardstown
United States
Bardstown Office
1 open roles 1 posted in 90 days 10-50 est. staff
hires for Finance
Pittsburgh
United States
1 open roles 1 posted in 90 days 10-50 est. staff $200k Avg Salary
hires for Solutions
Santa Barbara
United States
Santa Barbara Office
1 open roles 1 posted in 90 days 10-50 est. staff $50k Avg Salary
hires for Early Careers
North Bay
Canada
North Bay Office
1 open roles 1 posted in 90 days 10-50 est. staff $64k Avg Salary
hires for Customer Success
San Jose
United States
San Jose Office
1 open roles 1 posted in 90 days 10-50 est. staff
hires for Operations
Redwood City
United States
Silicon Valley Office
1 open roles 1 posted in 90 days 10-50 est. staff $170k Avg Salary
hires for Marketing
Scottsdale
United States
Regional office
Scottsdale Office
7659 E Pinnacle Peak Rd., Suite 100, Scottsdale, AZ 85255
Earlier presence
Pasadena, United States
Fort Worth, United States
El Segundo, United States
Jobs
$65k – $70k per year · Hybrid · Full-Time · Bachelor's Degree · Chicago
SQL
Claude
ChatGPT
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$70k – $90k per year · Hybrid · Full-Time · 1+ year exp · Bachelor's Degree · Denver
Microsoft Excel
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$150k – $200k per year · Hybrid · Full-Time · 10+ years exp · Master's Degree · Chicago · Nashville · Austin · Los Angeles · Baltimore
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$180k – $280k per year · Hybrid · Full-Time · 6+ years exp · New York · Los Angeles · San Francisco · Denver · Chicago
Claude Code
AI Agents
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$177k – $260k per year · Hybrid · Full-Time · 7+ years exp · New York · Austin · Los Angeles · San Francisco · Denver
Claude Code
AI Agents
Design
Figma
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≈ $166k – $308k per year (Estimated) · Hybrid · Full-Time · 7+ years exp · New York · Austin · Los Angeles · San Francisco · Denver
Claude Code
AI Agents
Apply
≈ $39k – $79k per year (Estimated) · In office · Internship · New York
SQL
Claude
ChatGPT
Analytics
Tableau
Power BI
Apply
$80k – $120k per year · Hybrid · Full-Time · 5+ years exp · Bachelor's Degree · New York
Claude
Management
Asana
Confluence
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