Jobs at Integrity Marketing Group, LLC

Manages FP&A and corporate development for the Wealth division, including acquisition modeling, valuation, pipeline management, diligence coordination, budgeting, forecasting, KPI reporting, market intelligence, and Board reporting. Engages directly with sellers, advisors, and executives while managing and developing FP&A analysts. Requires advanced financial modeling, M&A, valuation, Excel, and cross-functional collaboration skills.

Recruit and onboard independent insurance agents and agencies through outbound phone, email, social media, and lead-generation efforts. Build agent relationships, educate prospects on Medicare, life, and health insurance products, conduct recruiting presentations, maintain CRM records, meet recruiting goals, and follow company and regulatory guidelines. Collaborate with sales and marketing teams while attending relevant industry events and training sessions.

Administer retirement plans in accordance with IRS regulations by performing compliance testing, contribution reconciliation, employer contribution calculations, annual IRS filings, plan document preparation, and reviewing participant distributions and loans. The role supports Compliance Consultants, handles client-plan administrative functions, provides backup phone support, and requires accuracy, organization, customer service, and financial services knowledge.

Administers retirement benefit plans, including transactions, data integrations, compliance testing, Form 5500 filings, regulatory notices, participant support, vendor relationships, committee governance, audits, and plan transitions. Supports mergers and acquisitions, evaluates plan performance, coordinates retirement program implementations, and recommends enhancements. Requires strong knowledge of ERISA, IRS, and DOL regulations, HRIS integrations, vendor management, project coordination, and benefits administration.

Lead multi-year product strategy for Wealth Management, partnering with GPMs, custodian and platform technology teams to define integrations, roadmaps, and GTM plans. Drive market and regulatory intelligence, represent product externally, and influence cross-functional teams to prioritize advisor-facing features that support AUM growth, advisor adoption, and retention.

Provides customer support and account relationship management for insurance agents and marketers. Serves as a liaison between agents, the company, and carriers; resolves concerns, guides contracting and certification processes, assists with carrier portals, manages escalations, documents interactions, conducts outreach, and supports agent satisfaction and loyalty.

Processes agent contracting requests, verifies contracts and supporting documents, resolves incomplete or escalated issues, obtains releases, provides completion updates, and maintains agent information in the CRM. The role requires strong organization, communication, attention to detail, computer proficiency, multitasking, independent problem-solving, and dependable teamwork. Insurance industry experience is preferred but not required.

Leads enterprise brand strategy, architecture, governance, operations, and transformation across a complex, multi-business-unit organization. Establishes brand standards, approval processes, operating models, measurement frameworks, and creative resource strategies. Advises executives, partners with Legal and business leaders, oversees internal teams and external agencies, drives brand integration, and ensures consistent brand experiences across geographies and channels.

Recruits insurance agents through outbound calls, using prepared scripts to qualify prospects, explain products and services, answer questions, collect lead information, and maintain accurate interaction and account records in a database.

Leads the design, development, and delivery of full-stack applications using .NET, C#, and Blazor. Defines architecture, mentors engineers, conducts code reviews, and drives engineering standards. Builds CI/CD pipelines with GitHub Actions, manages Azure infrastructure through Infrastructure as Code, implements feature flags, and champions automated testing. Collaborates with product and design stakeholders, supports incident response, and promotes reliability, continuous delivery, and pragmatic technical decision-making.

Leads enterprise reporting, data modeling, governance, reconciliation, and dashboard development across wealth management systems. Ensures data integrity and standardized KPI reporting while analyzing financial and operational trends. Partners with business, technology, operations, finance, and senior leadership to deliver actionable insights, improve reporting processes, support system transformations, and drive adoption of consistent reporting practices.

Leads life insurance and annuity new business operations, managing case flow, KPIs, SLAs, quality, compliance, and agent service. Supervises and develops Team Leads and Case Managers, handles escalations involving agents, carriers, and underwriting teams, and drives process, system, and workflow improvements. Prepares operational reporting and partners cross-functionally to improve placement outcomes and deliver a consistent agent experience.

Serve as the on-site face of the company: greet and direct guests, manage front desk phones and mail, maintain reception area, support hospitality initiatives, and perform clerical tasks while ensuring compliance and excellent customer service.

Execute and oversee trades across equities, fixed income, ETFs, mutual funds, options, and other securities. Manage portfolio and account rebalances, review newly funded accounts, support model changes, perform post-trade reconciliation, resolve trade errors, and coordinate with compliance and portfolio management teams. The role requires strong market knowledge, financial analysis, risk management, trading systems expertise, and FINRA licensing.

Leads the firm's investment philosophy, model portfolios, portfolio construction, asset allocation, manager research, investment governance, and risk oversight. Oversees SMA and UMA programs, trading implementation, investment solutions, market communications, advisor education, and client-facing commentary. Partners with platform, operations, compliance, and investment committees to launch and govern strategies. Manages investment professionals, evaluates portfolio and manager performance, maintains risk controls, and develops new proprietary investment capabilities.

Leads the strategy, governance, modernization, and effectiveness of investment platforms, including custodial and clearing systems, TAMPs, advisor technology, and third-party vendors. Oversees platform roadmaps, product due diligence, vendor negotiations, risk controls, scalability initiatives, and cross-functional programs. Partners with investments, operations, compliance, technology, and advisor-facing teams to improve platform capabilities, efficiency, governance, and advisor experience while supporting organizational growth.

Processes policy management requests for in-force insurance policies, serving as a liaison between agents and insurance carriers. Reviews requests, verifies forms and requirements, contacts carriers, tracks pending cases, documents updates in AMS and CRM systems, provides status updates, and supports phone and service queues while following applicable regulations.

Provides administrative support to departmental leaders through calendar management, meeting coordination, document preparation, communications, office coordination, reporting, and general clerical assistance. The role requires strong organization, attention to detail, professionalism, communication skills, Microsoft Office proficiency, and the ability to manage multiple priorities while supporting evolving business needs.

Processes agent and agency contracts, hierarchy changes, state appointments, licensing, and special contracting requests. Responds to department calls and tickets, supports agency onboarding, sends contract materials, manages contracting issues, audits CRM data, assists with reconciliations, and trains new team members. Requires accurate documentation, strong computer and typing skills, attention to detail, and the ability to work independently and collaboratively.

Provides office administration and recruiting support for an insurance agency. Responsibilities include answering phones, greeting visitors, managing supplies and correspondence, preparing documents, coordinating events and training, supporting agent contracting, tracking documentation, and following up on outstanding requirements. The role also assists with agent engagement, retention, leadership projects, and professional communication with agents, clients, carriers, and internal teams.