Manager, Advisor Relationships — Growth & Strategic Engagement

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

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.