Advisor Relationships Leader - Growth & Engagement

Integrity

Urbandale, Northern (IA, KY)

Hybrid

USD 120,000 - 180,000

Full time

7 days ago

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Benefits offered by this job

Competitive compensation

Benefits

Job summary

Integrity Wealth seeks a Manager, Advisor Relationship Management in Urbandale, IA. You will lead a team of Advisor Relationship Managers, drive advisor engagement, retention, and business growth, and partner with cross-functional teams to optimize service delivery and outcomes.

The role requires a Bachelor's degree in a related field and 8–10+ years in wealth/advisor services, with leadership experience. A strategic, data-driven leader who can influence cross-functional decisions is essential.

Qualifications

Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
8+ years in wealth/ advisor services or financial services with leadership exposure.
Strong relationship management and consultative communication skills.

Responsibilities

Lead, coach, and develop a team of Advisor Relationship Managers and set performance expectations.
Oversee advisor engagement strategies and proactive support throughout the advisor lifecycle.
Partner with advisors to support practice growth, succession planning, and operational efficiency.
Collaborate with cross-functional teams to improve advisor service delivery and outcomes.
Monitor advisor metrics and provide leadership with reporting on trends, opportunities, and risks.