About the role
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
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
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Aplyr's read
Cerity Partners is a wealth management firm focusing on personalized financial services for individuals and institutions, employing a diverse range of financial professionals.
What's promising
- •Cerity Partners offers a collaborative work environment with opportunities for career growth in wealth management.
- •The firm provides comprehensive financial services, appealing to clients seeking personalized investment strategies.
- •Recent expansion in roles indicates a growing company with diverse opportunities for financial professionals.
What to watch
- •The highly competitive financial services industry may pressure Cerity Partners' market share.
- •Economic downturns could impact client investments and firm revenue, affecting job stability.
- •Limited public information about employee satisfaction and company culture may concern potential applicants.
Why Cerity Partners
- •Cerity Partners emphasizes personalized financial planning, setting it apart from more standardized competitors.
- •The firm integrates wealth management with tax and compliance services, offering a holistic approach.
- •Cerity Partners' focus on training and development is evident in roles like Director of Wealth Management Training & Development.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Cerity Partners
Cerity Partners is a wealth management firm that provides financial planning and investment management services to individuals, families, and institutions.
