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© All Rights Reserved. ApplyBlast.com
Cerity Partners
The Advisor Onboarding Transition Specialist ensures a seamless transition for newly recruited advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration while serving as the primary liaison between new advisors and centralized service teams. The position requires a flexible approach to support broader M&A integration work during periods of lower advisor liftout activity.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
