Manager, Advisor Relationships & Growth

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

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.