Platform Owner, Lead Generation Laboratory

Primary Responsibilities:
 

Tech Stack Ownership

• Own and administer all Lead Lab data platforms, including tools for wealth identification, enrichment, relationship mapping, and financial trigger monitoring (e.g., Windfall, Equilar, Aidentified, Seamless.AI, Clay)

• Monitor vendor developments and evaluate new functionality; manage contract renewals and vendor relationships

• Lead ongoing platform rationalization — eliminating redundancy and maximizing utilization across the enrichment stack

• Stay current on emerging AI-powered enrichment tools and signal detection technologies
   

Salesforce Integration & Data Quality

• Build and maintain enrichment flows into Salesforce leads, prospects, and client records

• Ensure data quality, deduplication, and freshness across the firm’s ~50,000-person client base

• Coordinate with the Salesforce admin team and Practice Development on schema design and workflow updates

• Serve as key liaison between Central Solutions, Partner Development, and technical execution teams

Email Linkage Engine

• Implement and maintain Microsoft Graph API integration to surface historical email connections between advisors and prospective clients

• Surface warm introduction signals and route connection intelligence to the Concierge Desk and Practice Development

• Ensure the linkage engine operates reliably and that output is actionable for business development teams
   

Team & Platform Leadership

• Directly manage two Lead Lab Analysts, setting priorities, reviewing outputs, and ensuring alignment with business development goals

• Own the Lead Lab’s reporting infrastructure, including dashboards and weekly scored lead batch delivery

• Liaise across Central Solutions, Practice Development, and Capital Solutions to ensure the platform serves front-line need

Required Qualifications

• Bachelor’s degree required; advanced degree in finance, data, or related field a plus

• 5–10+ years of experience in financial services, wealth management, or a data/operations role in a complex professional services environment

• Strong working knowledge of Salesforce CRM — ideally with hands-on configuration or administration experience

• Technical comfort with APIs and data integration concepts; ability to communicate with engineers and translate business needs into technical requirements

Preferred Qualifications

• Experience with data orchestration tools (e.g., Clay) or workflow automation platforms

• Familiarity with financial planning tools such as eMoney, Holistiplan, or Addepar/Orion

• Prior experience managing direct reports or a small team

Skills and Competencies:

• Familiarity with wealth data platforms such as Windfall, Equilar, Aidentified, BoardEx, or similar tools

• Highly organized, with a track record of managing multiple vendor relationships and complex data workflows

• Strong communicator who can translate data insights into actionable guidance for advisors and leadership

• Must accept and thrive in a fast-moving, build-phase environment with evolving priorities

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer

• Occasional travel to firm offices or vendor meetings may be required

Compensation Range:
$100,000-$175,000

 

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