Lead Lab Analyst II

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  

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.