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Position Summary
The Advisor Relationship Manager (ARM) serves as a trusted liaison and a strategic partner
for advisors, clients, custodians, and internal teams, driving an exceptional service model
across all aspects of the business. This role is responsible for fostering advisor engagement,
strengthening key relationships, and ensuring a best-in-class client experience through
operational excellence and strategic problem-solving.
The ARM is a subject matter expert, supporting advisors with complex requests. Success in
this role requires a high-energy, go-getter mindset, adaptability, and a passion for delivering
excellent client service in a fast-paced, evolving environment.
Key Responsibilities
Relationship Management & Client Experience:
- Serve as a primary point of contact for advisors and internal stakeholders.
- Develop and maintain trusted relationships with key advisors, centers of influence,
and business partners while delivering a highly personalized service experience.
- Manage complex, high-impact, and escalated advisor inquiries with
professionalism and urgency.
- Approach every advisor interaction holistically, maintaining awareness of all
related matters and coordinate with internal teams and external business partners
to deliver a seamless experience.
-Creative problem solving to minimize friction, disruptions, and process delays.
- Lead collaboration with cross-functional business partners to proactively identify,
address, and resolve advisor and client challenges.
- Operate independently with discretion and decision-making authority while
serving as a resource to peers and leadership.
Operational Support:
- Provide advanced expertise across brokerage and advisory and general
operational functions.
- Oversee and support complex money movement and trading transactions such as distributions, wires, ACH, transfers, and trade-related requests.
- Guide advisors through complex operational processes, firm policies, and
regulatory requirements.
- Lead advisor training and adoption of firm systems, technology, and service
resources.
- Serve as a primary liaison with custodians, clearing firms, and strategic partners to facilitate efficient issue resolution and service delivery.
- Review and resolve complex NIGOs and operational exceptions while ensuring
clear communication and timely outcomes.
-Identify and mitigate operational risks while maintaining compliance with firm
policies and industry regulations.
Strategic Process Improvement:
-Identify continuous process improvement opportunities to enhance efficiency,
scalability, and advisor satisfaction.
- Support implementation of process improvements
-Participate in strategic projects and business initiatives to support organization
growth and transformation.
Performance:
- Maintain exceptional service quality and responsiveness while overseeing key
advisor relationships.
- Demonstrate strong attention to detail, sound judgement, and effective
prioritization in a fast-paced environment.
-Demonstrate a commitment to teamwork by sharing knowledge, best practices, and operational expertise.
-Contribute to departmental goals, service metrics, and key performance indicators
while promoting a culture of accountability and continuous improvement.
Qualifications
Education & Experience:
- Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent
industry experience.
- 5 years of progressive experience within broker-dealer, RIA, custodian, or clearing
firm organization.
- Strong knowledge of custodial and clearing platforms including Fidelity, Schwab,
Pershing, or others.
- FINRA Series 7 and/or Series 66 (63/65) preferred, additional industry licenses
and designations are a plus.
Skills:
- Strong relationship management, communication, and problem-solving skills.
- High degree of professionalism, adaptability, and a commitment to delivering an
outstanding advisor experience
- Advanced problem-solving, analytical, and decision-making capabilities.
-Proven ability to manage multiple priorities and complex situations in a dynamic
environment.
-Strategic mindset with a focus on continuous improvement and advisory advocacy.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.