Lead Lab Analyst II

Cerity Partners•New York, NY

8d•$85,000 - $95,000

About The Position

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: Signal Sourcing & New Lead Generation Monitor SEC Form 4 and Form 144 filings, M&A transaction announcements, and property records for liquidity events and wealth-generating triggers Convert cold signal-based leads into warm opportunities by identifying relationship paths, enriching contact data, and flagging institutional connections Respond to PDO- and Practice-specific targeting requests (e.g., “business owners within 30 miles of Chicago with $3M+ investable assets”) with researched, scored lead lists Deliver weekly scored lead batches to the Concierge Desk, complete with outreach recommendations and supporting data Surface leads from existing cli• Monitor SEC Form 4 and Form 144 filings, M&A transaction announcements, and property records for liquidity events and wealth-generating triggers Convert cold signal-based leads into warm opportunities by identifying relationship paths, enriching contact data, and flagging institutional connections Respond to PDO- and Practice-specific targeting requests (e.g., “business owners within 30 miles of Chicago with $3M+ investable assets”) with researched, scored lead lists Deliver weekly scored lead batches to the Concierge Desk, complete with outreach recommendations and supporting data Surface leads from existing client networks and COI referral relationships Use tools including LinkedIn Sales Navigator, Equilar, FinSearch, and Clay to identify and qualify prospective clients ent networks and COI referral relationships Use tools including LinkedIn Sales Navigator, Equilar, FinSearch, and Clay to identify and qualify prospective clients

Requirements

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

Nice To Haves

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
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

Responsibilities

Monitor SEC Form 4 and Form 144 filings, M&A transaction announcements, and property records for liquidity events and wealth-generating triggers
Convert cold signal-based leads into warm opportunities by identifying relationship paths, enriching contact data, and flagging institutional connections
Respond to PDO- and Practice-specific targeting requests (e.g., “business owners within 30 miles of Chicago with $3M+ investable assets”) with researched, scored lead lists
Deliver weekly scored lead batches to the Concierge Desk, complete with outreach recommendations and supporting data
Surface leads from existing client networks and COI referral relationships
Use tools including LinkedIn Sales Navigator, Equilar, FinSearch, and Clay to identify and qualify prospective clients