The Lead Generation Laboratory is hiring an analyst to power Cerity Partners’ data-driven prospecting engine. This team sits at the heart of the firm’s growth strategy — translating raw market signals, enrichment data, and internal relationship intelligence into high-quality, actionable leads for the Capital Solutions and Practice Development teams. Sitting within our Operations organization, the analyst will work closely with the Concierge Desk, Capital Solutions, and practice-specific business development contacts.
Primary Responsibilities:
Lead Enrichment & Internal Connections
- Enrich inbound leads using the full Lead Lab tech stack — layering wealth signals, relationship data, and financial trigger intelligence onto raw contacts
- Surface warm introduction paths: identify who at Cerity Partners has existing connections to a given lead using Aidentified, Microsoft Graph email linkage, and Salesforce relationship data
- Build high-quality lead dossiers for the Concierge Desk and Capital Solutions team, enabling personalized, relevant outreach
- Identify share of wallet opportunities within the existing ~50,000-person Cerity Partners client base — flagging clients with untapped Capital Solutions needs using Holistiplan, eMoney, and Windfall
- Monitor for institutional flywheel leads: OCIO/RPC clients whose executives or board members are WM prospects, and WM clients whose profiles suggest institutional relationships
- Continuously improve enrichment coverage and data freshness across client and prospect records
Required Qualifications
- Bachelor’s degree required
- 1–4 years of experience in financial services, wealth management research, investment banking, data analysis, or a related field
- Familiarity with Salesforce or similar CRM platforms; comfort working with structured data
- Deep expertise in efficiency and process optimization through AI tools
Preferred Qualifications
- Understanding of SEC filings (Form 4, Form 144) or M&A processes
- Experience with financial data tools: Equilar, Windfall, LinkedIn Sales Navigator, FinSearch, Aidentified, or similar
Skills and Competencies:
- Strong research instincts and the ability to synthesize information from multiple data sources into coherent, actionable outputs
- Detail-oriented and organized, with strong written communication skills
- Collaborative mindset — able to work across practice groups, business development teams, and technology counterparts
- Must accept and thrive in a fast-moving, build-phase environment
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Occasional travel to firm offices or team meetings may be required
Compensation Range:
$85,000-$95,000
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.