Manager, Advisor Relationship Management

Integrity Marketing Group; Urbandale (IA); On-site; USD 120,000 - 180,000; Full time

Job summary

Integrity Wealth in Urbandale, IA is seeking a Manager, Advisor Relationship Management to lead a team of Advisor Relationship Managers and drive advisor engagement, retention, and business growth by partnering with cross‑functional teams to deliver exceptional service and strategic guidance across the advisor lifecycle.

You will coach and develop talent, set performance standards, and shape advisor strategies to expand practice growth and operational efficiency in a fast‑growing organization.

Qualifications

• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
• Advanced industry certifications preferred.
• 8–10+ years in wealth management, advisor services, or financial services.
• 3+ years of leadership or team management experience preferred.
• Experience supporting independent advisors, RIAs, broker-dealers, or wealth management firms.
• Demonstrated success leading advisor engagement, retention, and growth initiatives.

Responsibilities

• Lead, coach, and develop a team of Advisor Relationship Managers.
• Establish performance expectations and KPIs.
• Oversee advisor engagement and relationship management activities across segments.
• Monitor advisor satisfaction and retention trends and address risks.
• Collaborate with cross-functional teams to deliver a seamless advisor experience.
• Drive advisor growth, retention, and productivity initiatives.

Skills

Wealth management

Advisor relationships

Leadership

Strategic planning

Analytics

Education

Bachelor's degree in Business/Finance/Wealth Management

Job description

Job Title – Manager, Advisor Relationship Management Business Unit – Integrity Wealth

Location – Urbandale, IA

About Integrity Wealth

Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity’s formidable and diverse wealth‑focused partner firms to more comprehensively work with the company’s Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime. Integrity Wealth, in combination with Integrity’s pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide‑ranging and cross‑functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well‑being — from health and life insurance to retirement and financial planning.

Position Summary

The Manager, Advisor Relationship Management is responsible for leading a team of Advisor Relationship Managers dedicated to delivering an exceptional advisor experience while driving advisor engagement, retention, and business growth. This role serves as a strategic leader and trusted partner to financial advisors, business leaders, and cross‑functional stakeholders to ensure advisors maximize the value of the firm’s platform, services, and resources. The Manager will oversee advisor relationship strategies, coaching and development of advisor‑facing team members, advisor retention initiatives, and process improvements that support scalable growth across the organization.

Essential Duties and Responsibilities

• Team Leadership & Development
• Lead, coach, and develop a team of Advisor Relationship Managers.
• Establish performance expectations, service standards, and key performance indicators.
• Conduct ongoing coaching, mentoring, and performance development discussions.
• Foster a high‑performing, advisor‑centric culture focused on service excellence and accountability.
• Support workforce planning, talent development, succession planning, and employee engagement initiatives.
• Advisor Relationship Strategy
• Oversee advisor engagement and relationship management activities across assigned advisor segments.
• Ensure advisors receive proactive support and strategic guidance throughout the advisor lifecycle.
• Serve as a senior escalation point for complex advisor relationship and service matters.
• Monitor advisor satisfaction and retention trends and implement action plans to address identified risks.
• Develop strategies that strengthen advisor loyalty, engagement, and long‑term partnership.
• Business Growth & Practice Development
• Partner with advisors to support practice growth, business expansion, succession planning, and operational efficiency initiatives.
• Promote adoption of firm products, services, technology, and strategic resources.
• Collaborate with recruiting and business development leaders to improve advisor acquisition and retention outcomes.
• Identify opportunities to enhance advisor productivity and overall business performance.
• Cross‑Functional Leadership
• Partner with Operations, Compliance, Marketing, Technology, Product, Investments, and Recruiting teams to deliver a seamless advisor experience.
• Advocate for advisor needs and influence organizational decisions that impact advisor satisfaction and growth.
• Lead initiatives to improve advisor service delivery, processes, and operational effectiveness.
• Utilize advisor feedback and business insights to drive continuous improvement efforts.
• Reporting & Analytics
• Monitor advisor engagement, retention, growth, and satisfaction metrics.
• Measure team performance through defined service and business outcomes.
• Provide leadership with regular reporting and recommendations regarding advisor trends, opportunities, and risks.
• Leverage data to optimize advisor segmentation, service models, and resource allocation.

Qualifications

• Education Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
• Advanced industry certifications preferred.
• Experience 8-10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services.
• 3+ years of leadership or team management experience preferred.
• Experience supporting independent advisors, RIAs, broker‑dealers, or wealth management firms.
• Demonstrated success leading advisor engagement, retention, and growth initiatives.

Knowledge, Skills, and Abilities

• Deep knowledge of the wealth management and advisor services industry.
• Strong leadership, coaching, and performance management capabilities.
• Exceptional relationship management and consultative communication skills.
• Ability to influence outcomes and build partnerships across multiple business functions.
• Strong business acumen and strategic thinking skills.
• Experience utilizing metrics and analytics to drive business decisions.
• Ability to manage competing priorities in a fast‑paced, growth-oriented environment.

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.

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.