The Investment Services Relationship Manager plays a pivotal role in driving investment growth and business development across Integrity Alliance’s RIA and Brokerage platforms
Job Summary
The Investment Services Relationship Manager plays a pivotal role in driving investment growth and business development across Integrity Alliance’s RIA and Brokerage platforms.
You’ll act as a strategic guide—helping advisors elevate their practices, optimize client portfolios, and confidently position Integrity Alliance’s investment solutions.
Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Matching Summary
The Investment Services Relationship Manager plays a pivotal role in driving investment growth and business development across Integrity Alliance’s RIA and Brokerage platforms.
Skills & Requirements
Must-have
Cultivate new advisor partnerships
Strengthen existing financial professionals
Optimize client portfolios
Drive investment business growth
Deliver insightful reporting
Nice-to-have
Embody core values
Strong customer-service mindset
Passion for advisor success
Fast-paced dynamic environment
Key Requirements
Minimum 3 years securities industry experience
Familiarity with multiple clearing platforms
Bachelor's degree or 4-6 years relevant experience