Quality and Planning Integration Associate

Requirements

• 2+ years of experience in Operations or similar functions in a wealth management organization
• Experience with wealth management and financial planning tools, e.g., eMoney, Orion, Addepar, Eclipse, Holistiplan, BNA, StockOpter
• Experience with Custodian Platforms (Fidelity & Schwab)
• Experience with Salesforce, Zocks, Box, Claude (or similar AI tools)
• Skills and Competencies :
• Strong coaching and consulting skills with the ability to build credibility at all organizational levels
• Excellent interpersonal and communication skills, both written and verbal
• Strategic thinking and business acumen
• Consultative approach and relationship building
• Analytical and diagnostic skills
• Project management and organizational skills
• Discretion and confidentiality in handling sensitive client information
• Adaptability and change management capabilities
• Passion for developing people and advancing careers
• Compensation Range:
• $125,000 - $175,000
• Why Cerity Partners:
• Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
• Health, dental, and vision insurance - day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits
• Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

Benefits

Additional Information

Position Summary: The Quality and Planning Integration Associate is focused on our colleague's adherence to our service standards and assisting with new colleague's integration of our Cerity Partners Way. Reporting to our Chief Training and Quality Office, this role is responsible for working with colleagues and practices to understand our service standards, our Cerity Partners client experience, and supporting their ability to follow and provide excellent client service. The consistency and high quality of our client experience (i.e., our Cerity Partners Way) is a fundamental tenet of our organization. This role plays a critical part in this. Primary Responsibilities Quality Reviews for Service Standards Understand and assist in evolution of our client service standards, client experience, and consistency of client experience expectations. Training of colleagues to help them understand and follow defined process and procedures. Ensure transparency and consistency in service delivery expectations across practices. Review and analyze data, client records, and client deliverables to identify gaps in client service delivery or data management. Leverage Cerity Partners tools, including AI abilities, to scale process and procedures in identifying inconsistencies in service delivery. Merger Integration Support for Colleague and Client Experience Partner with the Merger Integration team to offer in-person and virtual support for service integration to our CP Way. Assist practices with evolving their client experience, use of financial planning tools, and operational processes, including positioning with clients about changes to their deliverables and tools. Build relationships with colleagues to help inform areas for training and development. Strategic Collaboration Partner with business intelligence, practice development, and training teams to create formal processes and communications around quality initiatives, outcomes, and CP Way adherence. Partner with the practices to provide individual or collective support in aligning to the defined client and colleague experience. Collaborate with Operations, Financial Planning, and other internal departments to enhance and evolve CP Way processes based on feedback or new tools and technology. Required Qualifications: Bachelor's degree and relevant advanced degrees (JD, MBA) and/or industry certifications (CFP, CFA, CPA) 5+ years of client-facing experience providing financial planning and/or wealth management services to clients, especially ultra-high net worth clients.

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