Director of Client Services, Integrity Advisory Solutions
Director of Client Services, Integrity Advisory Solutions
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Job Description
Job summary:
Integrity Wealth is Integritys family of wealth management and retirement planning companies. With over $40 billion in assets under management and growing Integrity Wealth through its registered investment advisers broker-dealers retirement planning and advisory companies provides cutting edge technology services and multi-custodial platform solutions to financial advisors and planners brokers wealth managers and registered representatives so they can more effectively manage their clients assets.
The Client Services position at Integrity Advisory Solutions is designed to increase sales within the Wealth sector through direct contact with Independent Financial Advisors.
This role answers directly to the business stakeholders and will report to the President of Integrity Alliance.
Lets talk job responsibilities:
- Manage client assets within the Integrity Wealth owned books
- Support Advisor growth within Integrity Wealth
- Support Advisor growth within Legacy BAM Advisors now Integrity Advisory Solutions
- Support Investment and Technology
- Assist in growing and recruiting Advisors to Integrity Alliance and Integrity Advisory Solutions
- Collaborate with cross-discipline teams support onboarding advisor practices to Integrity Alliances client portal.
- Work within Asana Black Diamond and other financial planning tools as appropriate to support the business
- Support Integrity employees interested in investing opening IW investment accounts
Your experience skills and education:
- 5-10 experience with Investor Client Services.
- Client facing experience preferably at key stakeholder/decision maker level.
- Ability to demonstrate inclusion of risk and control parameters in daily activities and partnerships with key business support groups including Compliance and Risk.
- Strong ability to collaborate with product and functional partner groups and effectively navigate complex matrix organization.
- Excellent execution record and ability to drive results.
- Undergraduate degree required; advanced degree is a plus.
- Must have more than seven (7) years of marketing and selling with a proven sales management background preferably in the Insurance industry.
- Must have excellent automation analytical and problem resolution skills.
- Must have a Series 7 65 or equivalent
- Good compliance standing
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Director
Employment Type
Full-Time
