Advisor Relations & Client Experience Lead

Integrity; Des Moines (IA); On-site; USD 85,000 - 110,000; Full time

Job summary

Integrity is seeking an Advisor Relationship Manager to act as a trusted liaison for advisors, clients, custodians, and internal teams, driving exceptional service and operational excellence. The role emphasizes relationship development, strategic problem‑solving, and managing high‑impact inquiries in a fast‑paced environment.

The ARM will support advisors with complex requests, lead training on firm systems, and partner with custodians and clearing firms to resolve issues efficiently while

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field or equivalent industry experience.
• 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 licenses are a plus.

Responsibilities

• Serve as a primary contact for advisors and internal stakeholders.
• Develop and maintain trusted relationships with key advisors, centers of influence, and business partners; deliver personalized service.
• Manage complex, high‑impact advisor inquiries with professionalism and urgency.
• Coordinate with internal teams and external partners to deliver a seamless advisor and client experience.
• Lead cross‑functional collaboration to address advisor and client challenges.
• Oversee complex money movements and trading transactions (distributions, wires, ACH, transfers).
• Guide advisors through operational processes, firm policies, and regulatory requirements.
• Lead advisor training and adoption of firm systems and resources.
• Identify and mitigate operational risks while ensuring compliance.

Skills

Relationship management

Communication

Problem solving

Adaptability

Attention to detail

Education

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

Job description

Integrity is seeking an Advisor Relationship Manager to act as a trusted liaison for advisors, clients, custodians, and internal teams, driving exceptional service and operational excellence. The role emphasizes relationship development, strategic problem‑solving, and managing high‑impact inquiries in a fast‑paced environment.

The ARM will support advisors with complex requests, lead training on firm systems, and partner with custodians and clearing firms to resolve issues efficiently while