Strengthening relationships with financial advisors
Promoting ria and brokerage investment offerings
Expanding advisor relationships
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to support and grow its investment and business development efforts
Job Summary
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to support and grow its investment and business development efforts.
This role will focus on strengthening relationships with financial advisors and representatives while promoting the company's RIA and brokerage investment offerings.
The successful candidate will play a key role in expanding advisor relationships, driving investment growth, and positioning Integrity Wealth’s solutions within client portfolios.
Matching Summary
Integrity Wealth is seeking an experienced Investment Services Relationship Manager to support and grow its investment and business development efforts.
Skills & Requirements
Must-have
strengthening relationships with financial advisors
promoting RIA and brokerage investment offerings
expanding advisor relationships
driving investment growth
deep knowledge of securities industry
working with broker-dealers and RIAs
Nice-to-have
passion for helping advisors grow
commitment to teamwork
integrity and work ethic
customer service focus
results-driven mindset
Key Requirements
5+ years working with broker-dealers, RIAs, or insurance sector
Familiarity with clearing firms (TD Ameritrade, Schwab, Pershing)
Strong proficiency in Microsoft Office and Access
Bachelor's degree or equivalent experience
Series 6, 7, and 65/66 licenses (or willingness to obtain)