Lead Analyst, Wealth Management Strategy

Job description

Job summary: 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. Let’s talk 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 ch...