Manager, Advisor Relationship Management

Qualifications

• Education
• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
• Advanced industry certifications preferred.
• Experience
• 8-10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services.
• 3+ years of leadership or team management experience preferred.
• Experience supporting independent advisors, RIAs, broker-dealers, or wealth management firms.
• Demonstrated success leading advisor engagement, retention, and growth initiatives.
• Knowledge, Skills, and Abilities
• Deep knowledge of the wealth management and advisor services industry.
• Strong leadership, coaching, and performance management capabilities.
• Exceptional relationship management and consultative communication skills.
• Ability to influence outcomes and build partnerships across multiple business functions.
• Strong business acumen and strategic thinking skills.
• Experience utilizing metrics and analytics to drive business decisions.
• Ability to manage competing priorities in a fast-paced, growth-oriented environment.
• 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. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
• Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
• 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. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.