Investment Services Relationship Manager

About the role

The Investment Services Relationship Manager plays a pivotal role in driving investment growth and business development across Integrity Alliance’s RIA and Brokerage platforms. This is a high-impact, relationship-focused role responsible for cultivating new advisor partnerships while strengthening and supporting the success of our existing financial professionals. You’ll act as a strategic guide—helping advisors elevate their practices, optimize client portfolios, and confidently position Integrity Alliance’s investment solutions.

Responsibilities

• Build & Deepen Advisor Relationships
• Proactively engage financial advisors through strategic phone outreach and email communication.
• Serve as a trusted resource—answering planning and product questions, consulting on case design, and guiding advisors through investment strategies.
• Conduct investment analysis, run proposals, and provide insights that help advisors position offerings with confidence and clarity.
• Maintain strong relationships with mutual fund companies, variable/fixed annuity carriers, TAMPs, and retirement plan providers.
• Gather product intelligence, marketing materials, and selling agreement details to equip advisors with best-in-class resources.
• Drive Advisor Engagement & Business Growth
• Develop and deliver targeted in-person and email campaigns designed to grow BD/RIA investment business.
• Collaborate on creating marketing materials, presentations, and sales tools for advisor use in client meetings and day-to-day operations.
• Lead Training and Onboarding Support
• Participate in ongoing training programs for new advisors joining Integrity Alliance.
• Maintain and enhance training resources covering investment products, clearing firm technology, and third-party tech platforms.
• Deliver Insightful Reporting
• Produce monthly AUM reports, track daily/weekly AUM activity, and highlight new business wins.
• Support leadership with accurate and timely reporting that informs strategic decisions.

Qualifications

• Alignment with and embodiment of our Core Values.
• Outstanding verbal and written communication skills.
• A strong customer-service mindset and passion for advisor success.
• A high attention to detail and the ability to excel in a fast-paced, dynamic environment.
• Strong organizational skills with the ability to prioritize multiple initiatives.

Requirements

• Minimum of 3 years in the securities industry with direct experience in a broker-dealer, RIA, or insurance environment.
• Familiarity with multiple clearing platforms (TD Ameritrade, Schwab, Pershing) and Access systems.
• Bachelor’s degree and 3–5 years related experience OR 4–6 years relevant industry experience/training.
• Series 6/7 and 65/66 preferred; required within 6 months of hire.

Skills

• Outstanding verbal and written communication skills.
• A strong customer-service mindset and passion for advisor success.
• A high attention to detail and the ability to excel in a fast-paced, dynamic environment.
• Strong organizational skills with the ability to prioritize multiple initiatives.

Benefits

Integrity is committed to providing a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Pay

Competitive compensation package.

Schedule

Flexible schedule to accommodate the needs of the role and the advisor community.

Company Information

About Integrity: Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Equal Opportunity Employer

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.