Advisor Relationship Rep

Position Summary

The Advisor Relationship Manager (ARM) serves as a trusted liaison and a strategic partner

for advisors clients custodians and internal teams driving an exceptional service model

across all aspects of the business. This role is responsible for fostering advisor engagement

strengthening key relationships and ensuring a best-in-class client experience through

operational excellence and strategic problem-solving.

The ARM is a subject matter expert supporting advisors with complex requests. Success in

this role requires a high-energy go-getter mindset adaptability and a passion for delivering

excellent client service in a fast-paced evolving environment.

Key Responsibilities

Relationship Management & Client Experience:

- Serve as a primary point of contact for advisors and internal stakeholders.

- Develop and maintain trusted relationships with key advisors centers of influence

and business partners while delivering a highly personalized service experience.

- Manage complex high-impact and escalated advisor inquiries with

professionalism and urgency.

- Approach every advisor interaction holistically maintaining awareness of all

related matters and coordinate with internal teams and external business partners

to deliver a seamless experience.

-Creative problem solving to minimize friction disruptions and process delays.

- Lead collaboration with cross-functional business partners to proactively identify

address and resolve advisor and client challenges.

- Operate independently with discretion and decision-making authority while

serving as a resource to peers and leadership.

Operational Support:

- Provide advanced expertise across brokerage and advisory and general

operational functions.

- Oversee and support complex money movement and trading transactions such as distributions wires ACH transfers and trade-related requests.

- Guide advisors through complex operational processes firm policies and

regulatory requirements.

- Lead advisor training and adoption of firm systems technology and service

resources.

- Serve as a primary liaison with custodians clearing firms and strategic partners to facilitate efficient issue resolution and service delivery.

- Review and resolve complex NIGOs and operational exceptions while ensuring

clear communication and timely outcomes.

-Identify and mitigate operational risks while maintaining compliance with firm

policies and industry regulations.

Strategic Process Improvement:

-Identify continuous process improvement opportunities to enhance efficiency

scalability and advisor satisfaction.

- Support implementation of process improvements

-Participate in strategic projects and business initiatives to support organization

growth and transformation.

Performance:

- Maintain exceptional service quality and responsiveness while overseeing key

advisor relationships.

- Demonstrate strong attention to detail sound judgement and effective

prioritization in a fast-paced environment.

-Demonstrate a commitment to teamwork by sharing knowledge best practices and operational expertise.

-Contribute to departmental goals service metrics and key performance indicators

while promoting a culture of accountability and continuous improvement.

Qualifications

Education & Experience:

- Bachelors degree in Business Finance Economics or a related field or equivalent

industry experience.

- 5 years of progressive experience within broker-dealer RIA custodian or clearing

firm organization.

- Strong knowledge of custodial and clearing platforms including Fidelity Schwab

Pershing or others.

- FINRA Series 7 and/or Series 66 (63/65) preferred additional industry licenses

and designations are a plus.

Skills:

- Strong relationship management communication and problem-solving skills.

- High degree of professionalism adaptability and a commitment to delivering an

outstanding advisor experience

- Advanced problem-solving analytical and decision-making capabilities.

-Proven ability to manage multiple priorities and complex situations in a dynamic

environment.

-Strategic mindset with a focus on continuous improvement and advisory advocacy.

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.