Lead Lab Analyst II

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