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Cerity Partners is seeking a Relationship Manager to advance Workplace Solutions programs and strengthen corporate partnerships. You will drive growth through prospecting, sale, implementation, and ongoing service while coordinating with Marketing, Advisor Teams, and Compliance to execute strategic milestones.
Ideal candidates have strong interpersonal and presentation skills, a solid record in account management, and comfort with CRM platforms like Salesforce and project tools such as Asana and
Cerity Partners is seeking a Relationship Manager to advance Workplace Solutions programs and strengthen corporate partnerships. You will drive growth through prospecting, sale, implementation, and ongoing service while coordinating with Marketing, Advisor Teams, and Compliance to execute strategic milestones.
Ideal candidates have strong interpersonal and presentation skills, a solid record in account management, and comfort with CRM platforms like Salesforce and project tools such as Asana and