Teams at Cerity Partners

Founding Product Designer responsible for owning end-to-end user experiences, researching client and advisor needs, building 0-to-1 and scalable products, establishing product and design strategy, and defining design standards. The role focuses on applied AI, wealth-management workflows, prototyping, product collaboration, and shipping high-impact experiences in partnership with clients, advisors, engineering, and product teams.

Founding engineer responsible for building and scaling 0-to-1 AI-powered products for wealth management. Owns end-to-end user experiences, partners with clients and internal teams, establishes architecture and product strategy, and develops applied AI systems including agents, harnesses, models, workflows, memory, context, and evaluations.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting Financial Advisors with client presentations, financial documents, performance reports, portfolio implementation, tax planning, research, spreadsheets, and the full financial planning process. Interns will use CRM and financial planning software, collaborate virtually on projects, and may earn eMoney certification. Candidates must be enrolled undergraduates studying finance, financial planning, accounting, or a related field, with a minimum 3.2 GPA.