Investment Services Relationship Manager

About Integrity Wealth

Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity’s formidable and diverse wealth-focused partner firms to more comprehensively work with the company’s Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.

Integrity Wealth, in combination with Integrity’s pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being — from health and life insurance to retirement and financial planning.

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.

This is an exciting opportunity to build partnerships with advisors and product providers while driving innovation and growth. 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.

Primary Responsibilities:

• Build and nurture relationships: Develop new advisor/representative relationships while managing and growing existing ones through proactive outreach (calls and emails).

• Proposal development & consultation: Prepare financial proposals, provide case design consultation, and assist advisors in investment analysis to enhance portfolio positioning.

• Product and provider collaboration: Maintain partnerships with providers (mutual funds, annuities, TAMPs, and retirement firms) to gather product information, secure marketing materials, and ensure smooth product access for advisors.

• Campaign management: Create targeted email campaigns and develop marketing materials to increase investment business across advisors and representatives.

• Advisor training and development: Support new advisors with regular product and technology training, ensuring they are equipped to leverage available investment strategies and clearing platforms effectively.

• Reporting and analytics: Maintain and distribute monthly reports for the investment services team, tracking AUM changes, new business, and other key metrics.

Primary Skills & Requirements:

• Industry Experience: 5+ years working with broker-dealers, RIAs, or the insurance sector.

• Platform Expertise: Familiarity with clearing firms (TD Ameritrade, Schwab, and Pershing) and strong proficiency in Microsoft Office and Access.

• Education: Bachelor’s degree or equivalent experience; 4-7 years of relevant training or industry background.

• Licenses: Series 6, 7, and 65/66 (or willingness to obtain).

• Core Values: Commitment to teamwork, integrity, work ethic, and customer service.

• Key Competencies: Sales-focused, detail-oriented, strong communication skills, ability to work independently, and results-driven.

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.