Manager, Advisor Relationship Management

Integrity Marketing Group•Urbandale, IA

12d

About The Position

The Manager, Advisor Relationship Management leads a team of Advisor Relationship Managers and is responsible for delivering an exceptional advisor experience while driving advisor engagement, retention, and business growth. The role serves as a strategic leader and trusted partner to financial advisors, business leaders, and cross-functional stakeholders, helping advisors maximize the value of the firm’s platform, services, and resources. It oversees advisor relationship strategies, team coaching and development, retention initiatives, and process improvements that support scalable organizational growth. Integrity Wealth combines wealth-focused partner firms with Integrity’s Life and Health divisions to provide integrated life, health, retirement, and financial-planning solutions. Integrity describes itself as a leading independent distributor of life, health, and wealth insurance products, with an Insurtech focus and a purpose of helping people protect their life, health, and wealth. The position is located in Urbandale, Iowa.

Requirements

Bachelor’s degree in Business, Finance, Wealth Management, Marketing, or a related field.
8–10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services.
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 using 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.
3+ years of leadership or team management experience.

Responsibilities

Lead, coach, and develop a team of Advisor Relationship Managers; set performance expectations, service standards, and key performance indicators; and conduct ongoing coaching, mentoring, and performance development discussions.
Foster a high-performing, advisor-centric culture focused on service excellence and accountability, and support workforce planning, talent development, succession planning, and employee engagement initiatives.
Oversee advisor engagement and relationship management across assigned advisor segments, ensuring proactive support and strategic guidance throughout the advisor lifecycle.
Serve as a senior escalation point for complex advisor relationship and service matters; monitor satisfaction and retention trends; and implement action plans to address risks and strengthen advisor loyalty and long-term partnerships.
Partner with advisors on practice growth, business expansion, succession planning, and operational efficiency; promote adoption of firm products, services, technology, and strategic resources.
Collaborate with recruiting and business development leaders to improve advisor acquisition and retention, and identify opportunities to enhance advisor productivity and 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 affecting advisor satisfaction and growth; lead initiatives to improve service delivery, processes, and operational effectiveness.
Use advisor feedback and business insights to drive continuous improvement.
Monitor advisor engagement, retention, growth, and satisfaction metrics; measure team performance against service and business outcomes; and provide leadership with regular reporting and recommendations on trends, opportunities, and risks.
Use data to optimize advisor segmentation, service models, and resource allocation.