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.
Essential Job Functions
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.
Partner with Leading Product Providers
- 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.
Knowledge, Skills & Abilities
- Alignment with and embodiment of our Core Values.
- Outstanding verbal and written communication skills.
- A strong customer‑service mindset and passion for advisor success.
- 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.
Experience & Education
Experience
- 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.
Education
- Bachelor’s degree and 3–5 years related experience OR 4–6 years relevant industry experience/training.
Licensing
- Series 6/7 and 65/66 preferred; required within 6 months of hire.
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. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
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.
Skills Required
- 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 licenses (preferred at hire; must be obtained within 6 months of hire)
- Ability to conduct investment analysis, run proposals, and provide portfolio insights
- Outstanding verbal and written communication skills
- Strong customer-service mindset and passion for advisor success
- High attention to detail, strong organizational skills, and ability to prioritize multiple initiatives in a fast-paced environment
What We Do
Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.
