Investment Services Relationship Manager

Urbandale, IA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; primarily focusing on Integrity Alliances RIA and Brokerage investment lineup. This role will develop and grow new advisor/representative relationships with Integrity Alliance. The Investment Services Relationship Manager will also work closely with Integrity Alliance advisors/representatives to grow their individual practices and how to effectively position investment offerings with their client portfolios.

Essential Job Functions other duties assigned

Establish new relationships and foster existing relationships with financial advisors through proactive telephone calls and e-mails. Responsible for completion of requests for financial proposals and case design consultation. Duties include running investment analysis and proposal of current holdings educating representatives on strategy offerings and how to present/position with clients. The Investment Services Relationship Manager will be a key point of contact for advisors for their planning and product questions.

Maintain and develop relationships with Mutual Fund Variable/Fixed annuity TAMPs and Retirement provider companies. Duties include working with these companies to obtain product information marketing brochures selling agreement contacts and any other information that will help Integrity Alliance advisors/representatives provide solutions to their clients.

Prepare and deliver in person or e-mail campaigns to increase advisor/representative overall BD/RIA investment business with Integrity Alliance. Assist with creating marketing materials/presentations to be used by advisors/representatives in their day-to-day practice.

Participate in regular training program calls for all new advisors/representatives to Integrity Alliance. Duties will include maintaining a training program for investments/products available clearing firm technology and any relevant outside technology vendors.

Create and maintain monthly reporting for the Advisory Investment Services team including monthly AUM changes and any new advisors closing new business daily and weekly AUM changes and any additional reporting required by the firm.

Knowledge Skills and Abilities

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.

Experience and Education

Experience:

Must have prior Securities industry experience. At least 3 years working directly with a broker-dealer RIA or insurance. Knowledge of multiple clearing firm platforms (TD Ameritrade Schwab and Pershing) and Access.

Education:

Bachelors degree from four-year College and 3 - 5 years related experience and/or training; or 4 to 6 years related experience and/or training; or equivalent combination of education and experience.

Licensing:

Series 6/7 and 65/66 or willing to take the exams. Completion required within 6 months of employment

Physical Requirements

Office Position

Travel

10%

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:

Manager