Cerity Partners
Wealth Planner | Family Office
Cerity Partners, New York, NY, United States
Job Details
Level
Experienced
Job Location
Remote Work Arrangement - New York, NY
Remote Type
Hybrid
Position Type
Full Time
Description
Overview:
The Cerity Partners Family Office is seeking a driven, team-oriented Wealth Planner to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, is a self-motivated problem-solver, skilled at building trusted client relationships, and passionate about developing a long-term career in the industry.
Key Responsibilities:
Client Relationship Management:
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
Qualifications
Skills & Attributes:
Level
Experienced
Job Location
Remote Work Arrangement - New York, NY
Remote Type
Hybrid
Position Type
Full Time
Description
Overview:
The Cerity Partners Family Office is seeking a driven, team-oriented Wealth Planner to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, is a self-motivated problem-solver, skilled at building trusted client relationships, and passionate about developing a long-term career in the industry.
Key Responsibilities:
Client Relationship Management:
- Exceed client expectations - providing exceptional service and fostering strong relationships
- Act as a key point of contact, proactively addressing client needs and requests
- Prepare Excel-based financial exhibits and analyses for clients and prospective clients
- Assist in the development of client meeting materials and ensure follow-through on all action items
- Track and organize tax documents and tax impact events to facilitate timely and accurate filings and payments
- Build reports on private investments, manage capital calls/distributions, and coordinate subscriptions
- Review quarterly investment portfolio performance reports and monitor client accounts
- Liaise with clients' external advisors (attorneys, accountants, etc.) to see through collaborative initiatives
- Coordinate account management with internal teams (ie. transfers, trading, openings, etc.)
- Support the implementation of new processes and technology solutions
- Leverage Salesforce to document and track client activity
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
Qualifications
Skills & Attributes:
- Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
- Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
- Entrepreneurial mindset, proactively identify needs and solutions
- Strong team player, embodies a "We" mentality
- Adept problem-solver and independently resourceful
- Excellent verbal and written communication skills in a professional context
- Advanced Excel abilities; strong working knowledge of Microsoft Office suite
- Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)
- 1-5 years of experience in wealth management (Family Office/MFO is a plus)
- Bachelor's degree required; preferably in Finance, Economics, or a related field
- Series 65 license, or ability to obtain within three months of hire