Lead Lab Analyst

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.

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

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

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: Entry Level
• Number of Employees: 501-1,000 employees