Rep Relationship Manager

Integrity Marketing Group•Austin, TX

3d•Onsite

About The Position

The Rep Relationship Manager will manage the relationship of new financial representatives to Integrity Alliance and Integrity Advisor Solutions from the beginning of the recruiting process through the transition on-boarding process. S/he will help determine suitability of the representative’s current business and cultural alignment with Integrity Wealth, goals and compliance procedures.

Requirements

Must display Core Values.
Excellent written and verbal communication skills.
Solid customer service experience.
Strong attention to detail.
Ability to prioritize and work in a fast-paced environment.
6 + years working directly with a broker-dealer, RIA or insurance industry experience.
Bachelor's degree from four-year College and 6-8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience.

Nice To Haves

Series 7, 24 and 65/66 preferred

Responsibilities

Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition on-boarding process.
Deliver customized and on-demand training and education to firms on policies, procedures, and processes for new firms joining Integrity.
Assist and lead projects to identify and implement improvements for onboarding and transition department.
Assist & coordinate with the Integrity Recruiting team with updates, status and proactive follow-ups.
Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
Other duties as assigned