Integritymarketing
Dallas, Texas
Lead Analyst, Wealth Management Strategy
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Apply to Lead Analyst, Wealth Management Strategy at IntegritymarketingJob details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- May 12, 2026
- Apply on
- integritymarketing.wd1.myworkdayjobs.com
About this role
6+ years in wealth management financial analysis; bachelor’s in finance/economics/business; CFA/CFP preferred; expert in financial modeling, data analysis, and reporting tools (Excel, Bloomberg, FactSet).
What you'll do at Integritymarketing:
- lead governance
- conduct analysis
- present reports
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