Cerity Partners
As of 3 November 2026, Cerity Partners has 87 open roles (35 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Office, Microsoft Excel and Microsoft PowerPoint as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United States
- Employees
- 501-1000 employees (linkedin)
- Sells to
- individuals and families, corporations, nonprofit organizations
- Certifications on site
- Site languages
- EN
- Career system
- Workday
Cerity Partners in one screen
Read from ceritypartners.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Cerity Partners is a financial advisory firm that provides wealth management, investment solutions, financial planning, tax planning, and retirement plan consulting for individuals, families, corporations, and nonprofit organizations. Its offerings include estate and gift planning, trust services, family office services, and business owner advisory. It also serves high-net-worth individuals and nonprofit finance committees.
Named on the site: individuals and families, corporations, nonprofit organizations, business owners, high-net-worth individuals.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 583 scored.
What Cerity Partners says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment.• Advanced proficiency in Microsoft PowerPoint and Excel; comfort with the broader Microsoft 365 suite expected.• Advanced proficiency in Microsoft PowerPoint and Excel; comfort with the broader Microsoft 365 suite expected.• Salesforce, Asana, and Canva experience• Possesses strong computer skills: Microsoft Office suite (especially Microsoft Word, PowerPoint & Excel), CRM systems, and intranet• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)• Knowledge of Quickbooks required• Be proficient in Microsoft Office and Adobe Applications• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain an accurate status of workflows• Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization• Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to synthesize meeting transcripts, draft communications, and accelerate document analysis and reporting• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)• Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory services• Experience with SQL or similar data querying skillsVendors whose code loads on ceritypartners.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
87 open roles, 95 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 50 · 18 |
| Business development & strategy | 5 · 1 |
| Customer service & success | 4 · 1 |
| Administration & office | 2 · 2 |
| Data & AI | 2 · 1 |
| General management & consulting | 2 · 2 |
| Legal, compliance & risk | 2 · 0 |
| Marketing & communications | 2 · 1 |
| Product, program & project management | 2 · 1 |
| Software engineering | 2 · 0 |
| Arts media and entertainment | 1 · 1 |
| Design & UX | 1 · 0 |
| Human resources | 1 · 0 |
| IT operations & business systems | 1 · 0 |
| Sales | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Cerity Partners to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Cerity Partners
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 583 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Cerity Partners (, United States, 501-1000 employees) has 87 open roles, 35 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/ceritypartners.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from ceritypartners.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Workday career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Cerity Partners: questions
Does Cerity Partners use Microsoft Office?
Yes, by the company's own words: 39 postings name it, first seen 2026-08-24, in the finance & accounting team.
Is Cerity Partners hiring?
87 open roles as of 3 November 2026, 35 opened in the last 30 days and 14 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From ceritypartners.com itself: we crawled it on 2026-08-08, built the profile on 2026-08-16, and read its career site (Workday) hourly since. Headcount is from LinkedIn.
Who should I write to at Cerity Partners?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
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The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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