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

• Bachelors degree required

• 14 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:
$85000-$95000

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