Cerity Partners
The Practice Development Officer supports the growth and operational success of wealth management and specialty practices at Cerity Partners by facilitating new business opportunities, enhancing client relationships, and driving marketing initiatives. This role requires a strategic liaison with expertise in client, colleague, and operational success, along with a strong financial background to uncover opportunities across the firm. The position involves collaborating with practice leaders, developing business plans, and ensuring operational effectiveness to improve practice efficiency and profitability.
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
Practice Management Business Partner
Oracle
Veterinary GP Liaison Officer
Northwest Animal Hospital
Practice Manager Liaison Officer
Royal Australian College of General Practitioners
Practice Manager Liaison Officer
Royal Australian College of General Practitioners
Practice Management Consultant
JPMorganChase
Head of Wealth Practice Management
TIAA