Manager, Advisor Relationship Management

integritymarketing; Urbandale (IA); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity Marketing Group, LLC is seeking a Manager, Advisor Relationship Management in Urbandale, IA to lead a team of Advisor Relationship Managers. The role focuses on delivering an exceptional advisor experience while driving engagement, retention, and business growth.

You will partner with Operations, Compliance, Marketing, Technology, Product, Investments and Recruiting to implement scalable processes, coach staff, and shape advisor strategies across segments.

Qualifications

• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field.
• Advanced industry certifications preferred.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

Team Leadership

Advisor Relationship Management

Coaching & Mentoring

Cross-functional Collaboration

Analytics & Reporting

Education

Bachelor's degree in Business/Finance/Wealth Management

Tools

CRM Systems

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,