Cerity Partners

The specialist will design and maintain training resources for the firm's productivity and AI platform stack while serving as a bridge between technical teams and business users. They will facilitate AI adoption through documentation, workshops, and the management of an AI champion network.

The Portfolio Reporting Team Lead provides leadership for the reporting function, overseeing workflows, system integrity, and data accuracy within the Addepar and Orion platforms. They are responsible for new account setups, reconciliation, and supporting the integration of new advisors while maintaining internal controls and documentation.

Review and sign individual and business tax returns for high-net-worth clients while leading strategic tax planning conversations. Collaborate with financial advisors to integrate tax decisions into comprehensive wealth and estate strategies.