Cerity Partners

Compensation

Full Description

Position Summary: Cerity Partners Ventures (CPV) is hiring an Operations Associate supporting business development. Founded as Touchdown Ventures in 2014, our practice merged with Cerity Partners in 2024. CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, Olympus, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds. The Associate role is an exciting opportunity to join a growing firm. We are building something special and are seeking candidates who share our vision and excitement. Note: this is not a venture capital investment position, but the candidate will get exposure to and learn about the venture capital industry. This position will be based with our team in Philadelphia. We are hybrid with the candidate expected to work three days a week in the office in Philadelphia. Primary Responsibilities Track and report on our new business development pipeline Research various industries and companies supporting our new business development efforts Prepare marketing materials including presentations and collateral on our practice targeting prospective clients Assist with financial reporting and tracking of our practice metrics Required Qualifications: Bachelor’s Degree 1-3 years of relevant work experience Skills and Competencies: Detail Oriented and self-starter who enjosy working in a colleagial workplace Extremely positive and flexible Critical thinking, including superior research and analytical ability Intellectual curiosity, strong problem-solving skills, and attention to detail Excellent writing, presentation and verbal communication skills; knowledge of Salesforce and LinkedIn is strongly preferred but not required Enthusiasm for venture capital, start-ups and entrepreneurship Willingness to work in a start-up and fast paced culture Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.