Advisor Experience Lead: Relationship & Operations

integritymarketing

Des Moines (IA)

On-site

USD 90,000 - 120,000

Full time

6 days ago

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Job summary

Integrity Marketing is seeking an Advisor Relationship Manager to serve as a trusted liaison for advisors, clients, custodians, and internal teams, driving an exceptional service model across the business. The ARM will foster advisor engagement, manage complex inquiries, and lead cross-functional initiatives to deliver a best-in-class client experience while upholding regulatory compliance.

This role requires high energy, adaptability, and a passion for delivering outstanding service in a

Qualifications

Strong relationship management, communication, and problem-solving skills.
Experience coordinating with advisors and internal partners to deliver seamless service.
Familiarity with regulatory requirements and cross-functional collaboration.

Responsibilities

Serve as a primary point of contact for advisors and internal stakeholders.
Develop and maintain trusted relationships with key advisors and business partners.
Manage complex inquiries with professionalism and urgency.
Coordinate with internal teams and external partners to deliver a seamless client experience.
Lead collaboration with cross-functional partners to address advisor and client challenges.
Oversee complex money movements and trading transactions when needed.