Advisor Onboarding & Partner Relations Lead

Integrity Marketing Group; Austin (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Integrity Marketing Group is seeking a Rep Relationship Manager to guide new financial representatives from initial recruiting through transition onboarding. You will foster alignment with Integrity Wealth and ensure compliant onboarding processes, delivering tailored training to new firms joining Integrity.

In this role, you will support the recruiting team, coordinate marketing materials for advisor recruitment, and lead projects to improve onboarding efficiency.

Qualifications

• Must display Core Values.
• Excellent written and verbal communication skills.
• Solid customer service experience.
• Strong attention to detail.
• Ability to prioritize in a fast-paced environment.
• Minimum 6 years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience. Series 7, 24 and 65/66 preferred.

Responsibilities

• Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process.
• Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity Wealth.
• Assist and lead projects to identify and implement improvements for onboarding and transition department.
• Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow up’s
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned

Skills

Client relationship management

Excellent written and verbal comms

Attention to detail

Customer service

Time management

Broker-dealer/RIA/insurance experience

Education

Bachelor's degree or equivalent

Series 7/24/65/66 preferred

Job description

Integrity Marketing Group is seeking a Rep Relationship Manager to guide new financial representatives from initial recruiting through transition onboarding. You will foster alignment with Integrity Wealth and ensure compliant onboarding processes, delivering tailored training to new firms joining Integrity.

In this role, you will support the recruiting team, coordinate marketing materials for advisor recruitment, and lead projects to improve onboarding efficiency.