Jen Bowen

My career has a strong Insurance and Accounting foundation which translated well into the financial management industry. Helping people was always the center of focus, whether it was helping an insurance advisor provide the peace of mind for a family or implementing technology solutions to help colleagues crush their daily activities.

If you would have asked me if I wanted a career as a Salesforce professional years and years ago, I would have asked what’s a CRM and then probably laughed. My turning point was when I automated my job and direct responsibilities by 75% using the Salesforce platform. I realized that I could help other people gain similar efficiencies in their day-to-day and allowing them focus on more high value tasks, like servicing clients. As I gained more technical skills, I became passionate about sharing my knowledge with others to help them in their career and got more involved leading community events.

With today’s fast pace and hybrid work environment, technology has taken the center stage to get work done. Leveraging tools that help teams communicate and pass processes seamlessly from team to team has increased significantly.

As part of the Cerity Partners Technology Team, I have a passion to solve tough business problems with the platforms used by the company. The solutions designed by myself and the extended team aid our ability to provide superior service to clients.

We have people and accountability built into our DNA. Our collaborative environment fosters team members to share ideas and expertise across the firm to deliver solutions for the business or for our clients. You often see Partners and Advisor Teams connecting with each other to provide knowledge or services to clients instead of competing with each other over business.

Continued education is an essential part of the technology world. Cerity Partners recognizes and supports this not only for our Shared Services Team but across the firm.

When I see an aha moment from helping one of my colleagues or hear that they are having fun with system processes my team delivered. Helping my team overcome blockers, having a breakthrough with a problem or sharing knowledge always makes for a good day.

Equity and aggressive climate change actions sit high on my list of what the world needs now.