Job Summary

• The Investment Services Relationship Manager will cultivate new advisor partnerships and strengthen existing financial professionals' success across Integrity Alliance’s RIA and Brokerage platforms.
• This role involves acting as a strategic guide to help advisors elevate their practices, optimize client portfolios, and confidently position investment solutions.
• Key responsibilities include building and deepening advisor relationships, partnering with leading product providers, driving advisor engagement, and providing insightful reporting.

Matching Summary

Skills & Requirements

Key Requirements

• Minimum 3 years securities industry experience
• Familiarity with multiple clearing platforms
• Bachelor's degree or equivalent experience
• Series 6/7 and 65/66 preferred

Work Rights