Investment Services Relationship Manager

Lion Street

Not specified; not specified; competitive compensa...
3 years securities industry experience
Series 6/7 or 65/66 licensing
Broker-dealer or ria background
The role is pivotal in driving investment growth and business development across Integrity Alliance's RIA and Brokerage platforms

Job Summary

  • The role is pivotal in driving investment growth and business development across Integrity Alliance's RIA and Brokerage platforms.
  • Candidates will act as strategic guides to help advisors elevate their practices, optimize client portfolios, and position investment solutions confidently.
  • Integrity offers a competitive compensation package, benefits, and opportunities for career acceleration within a hyper-growth company culture.

Matching Summary

The role is pivotal in driving investment growth and business development across Integrity Alliance's RIA and Brokerage platforms.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 3 years securities industry experience
  • Series 6/7 or 65/66 licensing
  • Broker-dealer or RIA background
  • Clearing platform familiarity
  • Advisor relationship building

Nice-to-have

  • Strong customer service mindset
  • Passion for advisor success
  • Fast-paced dynamic environment
  • Strategic communication skills

Key Requirements

  • Bachelor's degree preferred
  • Series 6/7 and 65/66 required within 6 months
  • 3-5 years related industry experience
  • Familiarity with TD Ameritrade, Schwab, Pershing

Work Rights

Not specified

Tailored Resume

Cover Letter