Wealth Advisor Relations Associate

Integrity Marketing Group; Urbandale (IA); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Integrity Marketing Group is seeking an Associate Advisor Relationship Manager to serve as a primary contact for advisors, coordinating requests and facilitating timely resolution of service issues. The role partners with internal teams and custodians to support brokerage and advisory operations in a fast-paced wealth management environment.

The ideal candidate will have 2–4 years of wealth management or financial services experience, strong client-service and communication skills, and the

Formación

• Bachelor’s degree in Business, Finance, Economics, or a related field preferred, or equivalent relevant industry experience.
• 2–4 years of experience in wealth management, financial services, brokerage operations, an RIA, broker-dealer, custodian, or clearing firm environment.
• Experience supporting financial advisors or client relationships strongly preferred.
• Familiarity with custodial or clearing platforms such as Fidelity, Schwab, Pershing, or similar platforms preferred.
• FINRA Series 7 and/or Series 66 (63/65) preferred but not required, depending on assigned responsibilities.
• Experience with CRM, workflow, account management, or wealth management technology preferred.
• Strong client service and relationship-management skills.
• Effective written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities.
• Demonstrated attention to detail and follow-through.
• Developing knowledge of brokerage, advisory, and wealth management operations.
• Ability to collaborate effectively across teams and build productive working relationships.
• Comfortable operating in a fast-paced, evolving environment.
• High degree of professionalism, accountability, and commitment to the advisor experience.

Responsabilidades

• Advisor Relationship Management & Client Experience: Serve as a day-to-day point of contact for assigned advisors and internal business partners.
• Build trusted relationships with advisors by providing responsive, accurate, and professional support.
• Manage routine and moderately complex advisor inquiries, escalating higher-risk or more complex matters to an Advisor Relationship Manager or leadership as appropriate.
• Maintain awareness of open advisor requests and coordinate with internal teams and external partners to drive timely resolution.
• Proactively communicate status updates, next steps, and potential service issues.
• Identify opportunities to reduce advisor friction and improve the overall service experience.
• Partner with senior team members on complex or escalated advisor matters.
• Develop a strong understanding of advisor needs, business models, and service expectations.
• Operational Support: Provide operational support across brokerage and advisory functions.
• Assist with money movement and account servicing activities, including distributions, wires, ACH requests, transfers, and other account-related transactions.
• Support advisors in navigating operational processes, firm policies, systems, and service resources.
• Coordinate with custodians, clearing firms, and internal business partners to resolve service requests.
• Identify and assist with resolving NIGOs, operational exceptions, and incomplete requests.
• Maintain accurate documentation and follow-up related to advisor requests and outstanding issues.
• Develop proficiency across applicable custodial platforms, firm technology, products, and processes.
• Support advisor adoption of firm systems, technology, and available service resources.
• Process Improvement & Collaboration: Identify recurring service issues, process gaps, and opportunities to improve the advisor experience.
• Recommend practical improvements to workflows and service processes.
• Participate in team projects and business initiatives supporting operational effectiveness and organizational growth.
• Partner effectively across Operations, Compliance, Technology, Trading, and other functional teams as appropriate.
• Share knowledge and best practices with team members to support consistent service delivery.
• Performance & Service Standards: Deliver timely, accurate, and professional service while managing multiple advisor requests and priorities.
• Demonstrate sound judgment and appropriately escalate complex, sensitive, or higher-risk matters.
• Maintain strong attention to detail and follow-through.
• Meet established service expectations, departmental goals, and key performance indicators.
• Demonstrate accountability for assigned requests through completion.
• Contribute to a collaborative culture focused on continuous improvement and an exceptional advisor experience.

Educación

Bachelor’s degree in Business, Finance, Economics, or a related field or equivalent relevant industry experience

Descripción del empleo

Integrity Marketing Group is seeking an Associate Advisor Relationship Manager to serve as a primary contact for advisors, coordinating requests and facilitating timely resolution of service issues. The role partners with internal teams and custodians to support brokerage and advisory operations in a fast-paced wealth management environment.

The ideal candidate will have 2–4 years of wealth management or financial services experience, strong client-service and communication skills, and the