Advisor Relations Manager

Financial Integrators•Madison, IA

3d•$75,000 - $100,000•Hybrid

About The Position

The Advisor Relations Manager serves as the primary link between the firm and its network representatives, helping partners understand, access, and maximize the firm's services. The role focuses on onboarding and educating representatives, acting as their day-to-day point of contact, identifying opportunities to expand service usage, and cultivating long-term professional relationships. The position is based in Coralville, Iowa; Des Moines, Iowa; Joplin, Missouri; or Madison, Wisconsin, with a hybrid schedule combining in-office and remote work. The manager supports network representatives through presentations, service introductions, ongoing follow-up, tailored proposals, and industry engagement. A key performance focus is increasing usage and revenue growth of Subject Matter Expert services by network advisors. The anticipated pay range is $75,000–$100,000, based on experience and technical expertise.

Requirements

At least 3 years of financial industry experience in account management, relationship management, or a client-facing role.
Exceptional interpersonal, verbal, and written communication skills, including the ability to present complex services clearly.
Strong consultative selling skills and ability to identify cross-selling opportunities and optimize client satisfaction.
Excellent project management skills and ability to balance multiple relationship touchpoints, event invitations, and follow-ups.
Ability to stand or sit for extended periods in an office environment.
Ability to work on a computer for extended periods.
Ability to occasionally lift up to 15 pounds.

Nice To Haves

Experience in financial services, professional services, or corporate networking environments is preferred.
CFP certification is highly desired.

Responsibilities

Onboard and educate new and existing network representatives about the firm's services, capabilities, and value propositions.
Conduct presentations and in-depth sessions explaining how firm services can support network partners' strategic goals.
Increase use of Subject Matter Experts by participating in introduction meetings and conducting continued follow-up using a “7x 7 ways” approach.
Develop and update introductory collateral, resources, and onboarding pathways.
Serve as the dedicated point of contact for network representatives' day-to-day inquiries, escalations, and support needs.
Coordinate communication between internal teams and network partners to support timely resolution of requests.
Provide feedback about network services and help reduce direct inquiries to other departments.
Maintain current information about network representatives' profiles, preferences, and feedback.
Analyze network representative portfolios to identify service gaps and opportunities to optimize use of firm services.
Cross-sell relevant solutions and add-on services aligned with partners' needs and growth objectives.
Collaborate with internal service line leaders to create tailored proposals and service packages.
Identify potential growth opportunities within advisors' books of business through advanced planning.
Facilitate introductions and networking opportunities for partners.
Coordinate engagement initiatives, including invitations to firm events, webinars, and roundtables.
Represent the firm at industry conferences and networking events to strengthen existing relationships and build new ones.
Drive usage and revenue growth of Subject Matter Expert services by network advisors.