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 ideal candidate will bring deep knowledge of the securities industry, expertise in working with broker-dealers and RIAs, and a passion for helping advisors grow their practices.
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
Securities industry knowledge
Broker-dealer and RIA expertise
Product and provider collaboration
Advisor training and development
Investment analysis and proposal development
Nice-to-have
Teamwork and integrity commitment
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)
Proficiency in Microsoft Office and Access
Bachelor's degree or equivalent experience
Series 6, 7, and 65/66 licenses (or willingness to obtain)