Platform Owner, Lead Generation Laboratory

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 Lab’s 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 Partner’s 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, 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