Platform Owner, Lead Generation Laboratory

Cerity Partners

Job Location:

New York City, NY - USA

Monthly Salary: $ 100000 - 175000

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface enrich and route high-quality prospects across the firm. The Platform Owner is the technical and operational backbone of this effort a dedicated hire who will own the enrichment infrastructure manage the Lead Labs analyst team and serve as the critical link between data systems and revenue-generating advisors.

This is a build-and-operate role for a technically fluent operator who thrives at the intersection of financial services CRM systems and modern data tooling. The Platform Owner will have direct impact on Capital Solutions ability to identify new clients and expand wallet share across Cerity Partners client base.

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 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 firms 50000-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 Labs 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

Bachelors degree required; advanced degree in finance data or related field a plus
510 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:
$100000-$175000

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 Applicants must be authorized to work for any employer in the U.S.