Cerity Partners
The Workplace Implementation Manager leads the design, standardization, and continuous improvement of processes supporting the onboarding and delivery of financial counseling programs. This role serves as a key point of contact for B2B corporate relationships, partnering with stakeholders to drive program utilization while building repeatable implementation frameworks. The position focuses on improving consistency, efficiency, and quality across the program lifecycle through strategic planning and cross-functional collaboration.
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
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