Lead Analyst, Wealth Management Strategy

Job 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.

Requirements

Education: Bachelor’s degree in finance, Economics, Business, or a related field (Master’s or CFA/CFP designation preferred).

Experience: 6+ years in Wealth Management related financial analysis, investment banking, asset management, or a similar role within wealth management.

Technical Skills: Expert in financial modeling, data analysis, and reporting tools (e.g., Excel, Bloomberg, FactSet).

Analytical Skills: Strong quantitative and qualitative analysis abilities; capable of interpreting complex data to guide strategic decisions.

Communication Skills: Excellent written and verbal communication skills, with the ability to explain financial concepts to a diverse audience.

Attention to Detail: High level of accuracy in financial analysis and reporting.

Problem Solving: Ability to think critically and develop innovative solutions in a fast-paced environment.

Qualifications

Education: Bachelor’s degree in finance, Economics, Business, or a related field (Master’s or CFA/CFP designation preferred).

Skills

• Expert in financial modeling, data analysis, and reporting tools (e.g., Excel, Bloomberg, FactSet).
• Strong quantitative and qualitative analysis abilities.
• Excellent written and verbal communication skills.
• High level of accuracy in financial analysis and reporting.
• Ability to think critically and develop innovative solutions.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career.

Benefits

Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Pay

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Schedule

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Equal Opportunity Employer

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.