Investment Due Diligence Specialist

Integrity Wealth

Urbandale, IA, United States
Securities industry knowledge
Broker-dealer and ria expertise
Investment analysis
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

  • Securities industry knowledge
  • Broker-dealer and RIA expertise
  • Investment analysis
  • Provider collaboration
  • Campaign management

Nice-to-have

  • Teamwork and integrity
  • Customer service focus
  • Results-driven mindset

Key Requirements

  • 5+ years industry experience
  • Familiarity with clearing firms
  • Bachelor's degree or equivalent
  • Series 6, 7, and 65/66 licenses
  • Microsoft Office and Access proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter