Advisor Relationships Leader – Wealth Management Growth

Integrity; West Des Moines (IA); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity Wealth is seeking a Manager, Advisor Relationship Management in Urbandale, IA to lead a team of Advisor Relationship Managers and drive advisor engagement, retention, and growth. The role partners with business leaders and cross-functional teams to maximize the value of the platform and resources.

The position requires 8–10+ years in wealth management or advisor services, plus 3+ years of leadership.

Qualifications

• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
• 8–10+ years of wealth management or advisor services experience.
• 3+ years of leadership or team management experience preferred.

Responsibilities

• Lead and develop a team of Advisor Relationship Managers.
• Define performance expectations and service standards with KPIs.
• Oversee advisor engagement, retention, and growth initiatives.
• Collaborate with cross-functional teams to improve advisor experience.
• Provide regular reporting on advisor trends, opportunities, and risks.

Skills

Leadership

Advisor relationship

Wealth management

Relationship management

Coaching

Education

Bachelor's degree in Business/Finance/Wealth Mgmt

Job description

Integrity Wealth is seeking a Manager, Advisor Relationship Management in Urbandale, IA to lead a team of Advisor Relationship Managers and drive advisor engagement, retention, and growth. The role partners with business leaders and cross-functional teams to maximize the value of the platform and resources.

The position requires 8–10+ years in wealth management or advisor services, plus 3+ years of leadership.