Advisor Experience & Operations Lead

Integrity; West Des Moines (IA); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Benefits package

Growth opportunities

Job summary

Integrity, a leading independent distributor of life, health and wealth insurance products, seeks an Advisor Relationship Manager to act as a trusted liaison for advisors, clients, custodians, and internal teams. The role focuses on exceptional service, operational excellence, and strategic problem-solving in a fast-paced environment.

The ARM will support advisors with complex requests, drive engagement, and coordinate with custodians and partners to ensure a best-in-class client experience.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 5 years of progressive experience within broker-dealer, RIA, custodian, or clearing firm organization.
• Strong knowledge of custodial and clearing platforms including Fidelity, Schwab, Pershing, or others.
• FINRA Series 7 and/or Series 66 (63/65) preferred, additional industry licenses and designations are a plus.

Responsibilities

• Serve as primary point of contact for advisors and internal stakeholders.
• Develop and maintain trusted relationships with key advisors, centers of influence, and business partners while delivering a highly personalized service experience.
• Manage complex, high-impact, and escalated advisor inquiries with professionalism and urgency.
• Lead collaboration with cross-functional business partners to proactively identify, address, and resolve advisor and client challenges.
• Provide advanced expertise across brokerage and advisory and general operational functions.
• Oversee and support complex money movement and trading transactions such as distributions, wires, ACH, transfers, and trade-related requests.

Skills

Relationship management

Client service

Communication

Problem solving

Project coordination

Education

Bachelor’s degree in Business, Finance, Economics, or related field

FINRA Series 7 and/or Series 66 preferred

Tools

Fidelity

Schwab

Pershing

Job description

Integrity, a leading independent distributor of life, health and wealth insurance products, seeks an Advisor Relationship Manager to act as a trusted liaison for advisors, clients, custodians, and internal teams. The role focuses on exceptional service, operational excellence, and strategic problem-solving in a fast-paced environment.

The ARM will support advisors with complex requests, drive engagement, and coordinate with custodians and partners to ensure a best-in-class client experience.