Advisor Relationship Manager

integritymarketing; Des Moines (IA); On-site; USD 90,000 - 120,000; Full time

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.

Skills

Relationship management

Communication

Problem solving

Multi-tasking

Strategic thinking

Education

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

Job description

Position Summary

The Advisor Relationship Manager (ARM) serves as a trusted liaison and a strategic partner for advisors, clients, custodians, and internal teams, driving an exceptional service model across all aspects of the business. This role is responsible for fostering advisor engagement, strengthening key relationships, and ensuring a best-in-class client experience through operational excellence and strategic problem-solving.

The ARM is a subject matter expert, supporting advisors with complex requests. Success in this role requires a high-energy, go-getter mindset, adaptability, and a passion for delivering excellent client service in a fast-paced, evolving environment.

Key Responsibilities

Relationship Management & Client Experience

• Serve as a 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.
• Approach every advisor interaction holistically, maintaining awareness of all related matters and coordinate with internal teams and external business partners to deliver a seamless experience.
• Creative problem solving to minimize friction, disruptions, and process delays.
• Lead collaboration with cross-functional business partners to proactively identify, address, and resolve advisor and client challenges.
• Operate independently with discretion and decision-making authority while serving as a resource to peers and leadership. o

Operational Support

• 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.
• Guide advisors through complex operational processes, firm policies, and regulatory requirements.
• Lead advisor training and adoption of firm systems, technology, and service resources.
• Serve as a primary liaison with custodians, clearing firms, and strategic partners to facilitate efficient issue resolution and service delivery.
• Review and resolve complex NIGOs and operational exceptions while ensuring clear communication and timely outcomes.
• Identify and mitigate operational risks while maintaining compliance with firm policies and industry regulations.

Strategic Process Improvement

• Identify continuous process improvement opportunities to enhance efficiency, scalability, and advisor satisfaction.
• Support implementation of process improvements

Performance

• Participate in strategic projects and business initiatives to support organization growth and transformation.
• Maintain exceptional service quality and responsiveness while overseeing key advisor relationships.
• Demonstrate strong attention to detail, sound judgement, and effective prioritization in a fast‑paced environment.
• Demonstrate a commitment to teamwork by sharing knowledge, best practices, and operational expertise.
• Contribute to departmental goals, service metrics, and key performance indicators while promoting a culture of accountability and continuous improvement.

Qualifications

Education & Experience

• Bachelor's degree in Business, Finance, Economics, or a 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 industry licenses and designations are a plus.

Skills

• Strong relationship management, communication, and problem‑solving skills. High degree of professionalism, adaptability, and a commitment to delivering an outstanding advisor experience.
• Advanced problem‑solving, analytical, and decision‑making capabilities.
• Proven ability to manage multiple priorities and complex situations in a dynamic environment.
• Strategic mindset with a focus on continuous improvement and advisory advocacy.

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 your 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 accelera