Lab Tech Jobs

About The Position

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