Lead Lab Analyst II

Cerity Partners • New York City, NY

7d • $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.

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
• 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
• Prolonged periods sitting at a desk and working on a computer
• Occasional travel to firm offices or team meetings may be required

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

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
• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees