Advisory Platform Consultant
Integrity•Des Moines, IA
•Onsite
About The Position
Integrity Wealth is seeking Platforms Consultants to drive advisor adoption and fluency across the firm's technology stack — customer relationship management, portfolio management, custodial platforms, and artificial-intelligence enabled tools. Consultants deliver hands-on coaching to producing advisors, run technology demonstrations for prospects, and lead platform-proficiency training in every transition, turning provisioned systems into utilized ones.
Requirements
- Seven or more years in wealth management technology enablement, platform consulting, or advisor training.
- Hands-on fluency across customer relationship management, portfolio management, custodial, and artificial intelligence-enabled advisor tools.
- Record of driving measurable utilization lift across an advisor or user base, not just delivering training.
- Able to lead credible live demonstrations for prospective advisors in a competitive recruiting setting.
- Bachelor's degree required.
Responsibilities
- Deliver continuous technology-stack utilization coaching across assigned advisor books.
- Run technology demonstrations and sandbox sessions for prospective advisors in recruiting.
- Own platform-proficiency training in every transition so advisors reach self-sufficiency on core systems.
- Support affiliation-platform changes friction-free.
- Surface utilization gaps as coaching and retention signals to the owning Advisor Success Leader.
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
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What This Job Offers
Job Type
Full-time
Career Level
Senior
