Advisory Platform Consultant

Integrity Marketing Group; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Integrity Wealth is seeking Platforms Consultants to drive advisor adoption and fluency across the firm's technology stack—customer relationship management, portfolio management, custodial platforms, and artificial‑intelligence enabled tools.

Consultants deliver hands‑on coaching to producing advisors, run technology demonstrations for prospects, and lead platform‑proficiency training in every transition, turning provisioned systems into utilized ones.

Qualifications

• Seven or more years in wealth management technology enablement, platform consulting, or advisor training.
• Hands-on fluency across CRM, portfolio management, custodial, and AI-enabled advisor tools.
• Record of driving measurable utilization lift across an advisor or user base.
• Able to lead credible live demonstrations for prospective advisors in recruiting.
• Bachelor's degree required.

Responsibilities

• Deliver continuous technology-stack utilization coaching across assigned advisor books.
• Run technology demonstrations and sandbox sessions for prospective advisors in recruiting.
• Own platform-proficiency training in every transition so advisors reach self-sufficiency on core systems.
• Support affiliation-platform changes friction-free.
• Surface utilization gaps as coaching and retention signals to the owning Advisor Success Leader.

Skills

CRM fluency

Portfolio management

Custodial platforms

AI-enabled tools

Technology demonstrations

Advisor training

Utilization lift

Education

Bachelor's degree

Job description

Position Summary

Integrity Wealth is seeking Platforms Consultants to drive advisor adoption and fluency across the firm's technology stack — customer relationship management, portfolio management, custodial platforms, and artificial‑intelligence enabled tools. Consultants deliver hands‑on coaching to producing advisors, run technology demonstrations for prospects, and lead platform‑proficiency training in every transition, turning provisioned systems into utilized ones.

Key Responsibilities

• Deliver continuous technology‑stack utilization coaching across assigned advisor books.
• Run technology demonstrations and sandbox sessions for prospective advisors in recruiting.
• Own platform‑proficiency training in every transition so advisors reach self‑sufficiency on core systems.
• Support affiliation‑platform changes friction‑free.
• Surface utilization gaps as coaching and retention signals to the owning Advisor Success Leader.

Success Measures

• Technology utilization index of 85 or better; 60% or better per book
• Customer relationship management monthly active users of 90% or better; quarter‑over‑quarter utilization lift of 5% or better
• Technology‑fit score of 4.0 or better out of 5.0 in recruiting demonstrations
• Platform‑change friction resolved in under 30 days

Required Qualifications

• Seven or more years in wealth management technology enablement, platform consulting, or advisor training.
• Hands‑on fluency across customer relationship management, portfolio management, custodial, and artificial intelligence‑enabled advisor tools.
• Record of driving measurable utilization lift across an advisor or user base, not just delivering training.
• Able to lead credible live demonstrations for prospective advisors in a competitive recruiting setting.
• Bachelor's degree required.

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 our 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 accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.