Practice Operations Specialist

Position Summary:  

At Cerity Partners, we've experienced a strong period of growth as the direct result of increased efficiency and productivity. To continue this trajectory, we're searching for a motivated Practice Operations Specialist/Manager to support our partner leadership and New York colleague team. From Day 1, this person will contribute to our productivity by supporting strategic initiatives, coordinating operational activities, and facilitating communication across departments. The ideal candidate will have demonstrated success in operations or business coordination, with strong organizational skills and the ability to work collaboratively across teams.

Primary Responsibilities 

• Support strategic planning and business initiatives by coordinating project activities and tracking progress under the guidance of partner leadership
• Assist in coordinating communication between executives and departments regarding program implementation (for example, family office services, trust & estate services, or advanced tax analysis)
• Support practice financial tracking and reporting activities
• Assist in monitoring practice growth metrics and contribute to growth strategy discussions
• Identify opportunities to streamline processes and improve operational efficiency
• Support business development activities and client relationship initiatives
• Coordinate communication between partners, colleagues, and senior leaders regarding project updates, employee engagement, and operational matters
• Support daily operations of the practice, including coordinating monthly practice meetings, completing new account documents and subscription documents, and facilitating wires
• Build strong working relationships with colleagues to support responsiveness and operational effectiveness
• Serve as a key contact for the practice, responding to internal inquiries and assisting with communication coordination as needed

Required Qualifications: 

• 1-3 years of work experience in operations, business coordination, or related field
• Experience supporting cross-functional teams and projects
• Strong organizational and project coordination abilities
• Excellent written and verbal communication skills
• Detail-oriented with strong commitment to accuracy and follow-through
• Bachelor's degree (or equivalent experience) in business administration or similar field
• Proficiency in data analysis and financial reporting tools
• Experience in professional services or client-facing environment preferred
• Demonstrated success in coordinating projects and managing competing priorities
• Problem-solving mindset with ability to recommend practical solutions
• Strong interpersonal skills with ability to work effectively across all organizational levels

Skills & Competencies:

• Demonstrate strong and effective communication, organizational and time management skills.
• Drive to learn
• Detail oriented
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast-paced, changing environment.
• Adherence to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$70,000 - $80,000

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 providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

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 [email protected]. Applicants must be authorized to work for any employer in the U.S.