Manager, Advisor Relationship Management

Integrity•Urbandale, IA

39d•Onsite

About The Position

The Manager, Advisor Relationship Management is responsible for leading a team of Advisor Relationship Managers dedicated to delivering an exceptional advisor experience while driving advisor engagement, retention, and business growth. This role serves as a strategic leader and trusted partner to financial advisors, business leaders, and cross-functional stakeholders to ensure advisors maximize the value of the firm's platform, services, and resources. The Manager will oversee advisor relationship strategies, coaching and development of advisor-facing team members, advisor retention initiatives, and process improvements that support scalable growth across the organization.

Requirements

Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
8-10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services.
3+ years of leadership or team management experience preferred.
Experience supporting independent advisors, RIAs, broker-dealers, or wealth management firms.
Demonstrated success leading advisor engagement, retention, and growth initiatives.
Deep knowledge of the wealth management and advisor services industry.
Strong leadership, coaching, and performance management capabilities.
Exceptional relationship management and consultative communication skills.
Ability to influence outcomes and build partnerships across multiple business functions.
Strong business acumen and strategic thinking skills.
Experience utilizing metrics and analytics to drive business decisions.
Ability to manage competing priorities in a fast-paced, growth-oriented environment.

Nice To Haves

Advanced industry certifications preferred.

Responsibilities

Lead, coach, and develop a team of Advisor Relationship Managers.
Establish performance expectations, service standards, and key performance indicators.
Conduct ongoing coaching, mentoring, and performance development discussions.
Foster a high-performing, advisor-centric culture focused on service excellence and accountability.
Support workforce planning, talent development, succession planning, and employee engagement initiatives.
Oversee advisor engagement and relationship management activities across assigned advisor segments.
Ensure advisors receive proactive support and strategic guidance throughout the advisor lifecycle.
Serve as a senior escalation point for complex advisor relationship and service matters.
Monitor advisor satisfaction and retention trends and implement action plans to address identified risks.
Develop strategies that strengthen advisor loyalty, engagement, and long-term partnership.
Partner with advisors to support practice growth, business expansion, succession planning, and operational efficiency initiatives.
Promote adoption of firm products, services, technology, and strategic resources.
Collaborate with recruiting and business development leaders to improve advisor acquisition and retention outcomes.
Identify opportunities to enhance advisor productivity and overall business performance.
Partner with Operations, Compliance, Marketing, Technology, Product, Investments, and Recruiting teams to deliver a seamless advisor experience.
Advocate for advisor needs and influence organizational decisions that impact advisor satisfaction and growth.
Lead initiatives to improve advisor service delivery, processes, and operational effectiveness.
Utilize advisor feedback and business insights to drive continuous improvement efforts.
Monitor advisor engagement, retention, growth, and satisfaction metrics.
Measure team performance through defined service and business outcomes.
Provide leadership with regular reporting and recommendations regarding advisor trends, opportunities, and risks.
Leverage data to optimize advisor segmentation, service models, and resource allocation.