Rep Relationship & Onboarding Lead

Integrity; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Integrity in Dallas is seeking a Rep Relationship Manager to oversee the relationship of new financial representatives from recruiting through transition onboarding, ensuring alignment with Integrity Wealth's goals and compliance procedures.

The role includes delivering training to firms, coordinating onboarding projects, supporting recruiting updates, and developing marketing materials to attract advisors. A strong communicator with broker-dealer/RIA experience is essential.

Qualifications

• Must display Core Values.
• Excellent written and verbal communication skills.
• Solid customer service experience.
• Strong attention to detail.
• Ability to prioritize and work in a fast-paced environment.
• Minimum of 6 years working directly with a broker-dealer, RIA or insurance industry experience.
• Bachelor's degree from four-year College and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience.
• Series 7, 24 and 65/66 preferred

Responsibilities

• Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process.
• Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity.
• Assist and lead projects to identify and implement improvements for onboarding and transition department.
• Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow up’s
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned

Skills

Excellent written and verbal comunicat

Strong customer service

Attention to detail

Prioritize in fast-paced environment

Broker-dealer/RIA/insurance industry经验

Education

Bachelor's degree

Series 7/24/65/66 preferred

Job description

Integrity in Dallas is seeking a Rep Relationship Manager to oversee the relationship of new financial representatives from recruiting through transition onboarding, ensuring alignment with Integrity Wealth's goals and compliance procedures.

The role includes delivering training to firms, coordinating onboarding projects, supporting recruiting updates, and developing marketing materials to attract advisors. A strong communicator with broker-dealer/RIA experience is essential.