Platform Owner, Lead Generation Laboratory

$100,000 - $175,000/yr

Lead Generation CRM Lead Sync & Enrichment Contact Enrichment Data Automation System & API Data Integration Salesforce Apollo.io Seamless.AI Fivetran Airbyte Supermetrics Google Analytics

Cerity Partners

Apply Now

Role Overview

Cerity Partners is building a data-driven Lead Generation Laboratory to systematically surface, enrich, and route high-quality prospects across the firm. As Platform Owner, you'll serve as the technical and operational backbone of this effort, owning the enrichment infrastructure, managing the Lead Lab's analyst team, and serving 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. You'll have direct impact on Capital Solutions' ability to identify new clients and expand wallet share across Cerity Partner's client base, working with cutting-edge AI-powered enrichment tools and signal detection technologies.

Responsibilities

Own and administer all Lead Lab data platforms, including wealth identification, enrichment, relationship mapping, and financial trigger monitoring tools
Monitor vendor developments, evaluate new functionality, and manage contract renewals and vendor relationships
Lead ongoing platform rationalization to eliminate redundancy and maximize utilization across the enrichment stack
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
Implement and maintain Microsoft Graph API integration to surface historical email connections between advisors and prospective clients
Directly manage two Lead Lab Analysts, setting priorities and reviewing outputs
Own the Lead Lab's reporting infrastructure, including dashboards and weekly scored lead batch delivery
Serve as key liaison between Central Solutions, Partner Development, and technical execution teams
Stay current on emerging AI-powered enrichment tools and signal detection technologies

Requirements

Bachelor's degree required
5-10+ years of experience in financial services, wealth management, or data/operations role in complex professional services environment
Strong working knowledge of Salesforce CRM 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
Highly organized with track record of managing multiple vendor relationships and complex data workflows
Strong communication skills to translate data insights into actionable guidance for advisors and leadership
Must thrive in fast-moving, build-phase environment with evolving priorities

Nice to Have

Advanced degree in finance, data, or related field
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
Familiarity with wealth data platforms such as Windfall, Equilar, Aidentified, BoardEx, or similar tools

Benefits & Perks

Health, dental, and vision insurance from day 1
401(k) savings and investment plan 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

About the Company

Cerity Partners is one of the nation's leading independent financial advisory firms serving high-net-worth individuals, businesses, and nonprofit organizations. They manage over $100 billion in assets and are routinely recognized as a Barron's Top 100 RIA firm, with in-house experts providing comprehensive wealth management services.