Cerity Partners
The Client Relationship Associate serves as the operational engine for the Retirement Plan Consulting practice, coordinating client service delivery and assisting consultants with daily account management. This client-facing role involves attending committee meetings, communicating with plan sponsor contacts, and managing fiduciary governance processes. The position offers significant learning opportunities from experienced consultants and potential for career advancement within the field.
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.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago