Support the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, and data integrity monitoring. Facilitate the integration of new advisors and maintain detailed operational documentation and internal controls.
Cerity Partners
5 Remote Job Openings at Cerity Partners
Responsible for the engineering, administration, and optimization of security tools and infrastructure within a Microsoft Azure and M365 environment. This includes managing vulnerability lifecycles, performing incident response, and supporting SOC 2 compliance efforts.
Prepare and review complex tax returns for partnerships, corporations, trusts, and high-net-worth individuals. Provide proactive tax planning, consulting, and financial statement preparation while managing direct client relationships.
Support the CRM conversion project by managing schedules, documentation, and stakeholder communication via tools like Asana and Confluence. Facilitate the onboarding of new advisors onto the Salesforce platform and maintain system metrics and operational processes.
Platform Owner, Lead Generation Laboratory
Cerity Partners
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Full Time
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3 months ago
Cerity Partners
The Platform Owner will manage the Lead Generation Laboratory's data platforms and oversee the analyst team. They will ensure the integration of enrichment flows into Salesforce and maintain data quality across the firm's client base.
