Lead Analyst, Wealth Management Strategy

Integrity Marketing Group•Dallas, TX

1d•Onsite

About The Position

At Integrity, we are redefining the future of work. We believe that our people are our greatest asset, and we are committed to creating a workplace where they can thrive. As we continue to grow and innovate, we are looking for a dynamic and strategic Lead Analyst, Wealth Management Strategy to lead and support wealth management teams in developing, implementing, and evaluating strategies to optimize Business effectiveness drive business growth. This role requires a blend of financial expertise, analytical skills, and strategic insight.

Requirements

Bachelor’s degree in finance, Economics, Business, or a related field (Master’s or CFA/CFP designation preferred).
6+ years in Wealth Management related financial analysis, investment banking, asset management, or a similar role within wealth management.
Expert in financial modeling, data analysis, and reporting tools (e.g., Excel, Bloomberg, FactSet).
Strong quantitative and qualitative analysis abilities; capable of interpreting complex data to guide strategic decisions.
Excellent written and verbal communication skills, with the ability to explain financial concepts to a diverse audience.
High level of accuracy in financial analysis and reporting.
Ability to think critically and develop innovative solutions in a fast-paced environment.

Responsibilities

Leads Organizational Governance support to IW Committee Process.
Leads Ad hoc Analysis to support Decision making.
Provides subject matter expertise to analyze investment options, market trends, and economic data to inform strategy recommendations.
Leads preparation and presents Performance reports / Dashboard to support MBR and Board reporting.
Identifies opportunities for wealth optimization and risk management, ensuring alignment with clients’ financial goals.
Leads Research & Market Intelligence efforts.
Takes ownership of monitoring macroeconomic trends, industry news, and regulatory changes impacting wealth management.
Takes lead on conducting competitive analysis to understand emerging products, services, and best practices within the wealth management industry.
Stays updated on new technologies and tools that could enhance investment strategy and client experience.
Uses subject matter expertise to communicate complex financial concepts in a clear, client-friendly manner.
Identify and implement improvements to data analysis, reporting processes, and client management tools.
Develop templates and tools to streamline strategic planning and analysis processes.