Manager, Advisor Relationship Management

Integrity Marketing Group LLC

. Lead, coach, and develop a team of Advisor Relationship Managers .

Posted 10/27/2026full-timeUrbandale • Iowa • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading advisor relationship management teams, focusing on advisor engagement, retention, and growth initiatives. Possesses strong business acumen and the ability to leverage metrics and analytics for strategic decision-making in the wealth management industry.

Highest-signal resume keywords

Leadership ExperienceAdvisor Relationship ManagementWealth Management ExpertisePerformance ManagementStrategic Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisor EngagementBusiness DevelopmentPerformance MetricsOperational EfficiencySuccession PlanningTalent DevelopmentData AnalysisService ExcellenceAdvisor SegmentationRelationship Management

Soft Skills

CoachingConsultative CommunicationInfluencing OutcomesBuilding PartnershipsManaging Competing Priorities

Certifications & Qualifications

Advanced Industry Certifications

Industry Keywords

Wealth ManagementFinancial ServicesIndependent AdvisorsRIAsBroker-DealersAdvisor LifecycleAdvisor SatisfactionAdvisor RetentionAdvisor ProductivityService Standards

About the role

Key responsibilities & impact

Lead, coach, and develop a team of Advisor Relationship Managers
Establish performance expectations, service standards, and key performance indicators
Conduct ongoing coaching, mentoring, and performance development discussions
Foster a high-performing, advisor-centric culture focused on service excellence and accountability
Support workforce planning, talent development, succession planning, and employee engagement initiatives
Oversee advisor engagement and relationship management activities across assigned advisor segments
Ensure advisors receive proactive support and strategic guidance throughout the advisor lifecycle
Serve as a senior escalation point for complex advisor relationship and service matters
Monitor advisor satisfaction and retention trends and implement action plans
Develop strategies that strengthen advisor loyalty, engagement, and long-term partnership
Partner with advisors to support practice growth, business expansion, succession planning, and operational efficiency initiatives
Promote adoption of firm products, services, technology, and strategic resources
Collaborate with recruiting and business development leaders to improve advisor acquisition and retention outcomes
Identify opportunities to enhance advisor productivity and overall business performance
Partner with Operations, Compliance, Marketing, Technology, Product, Investments, and Recruiting teams
Advocate for advisor needs and influence organizational decisions
Lead initiatives to improve advisor service delivery, processes, and operational effectiveness
Utilize advisor feedback and business insights to drive continuous improvement
Monitor advisor engagement, retention, growth, and satisfaction metrics
Measure team performance through defined service and business outcomes
Provide leadership with regular reporting and recommendations regarding advisor trends, opportunities, and risks
Leverage data to optimize advisor segmentation, service models, and resource allocation

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required
8-10+ years of experience in wealth management, advisor services, relationship management, advisor success, business development, or financial services
3+ years of leadership or team management experience preferred
Experience supporting independent advisors, RIAs, broker-dealers, or wealth management firms
Demonstrated success leading advisor engagement, retention, and growth initiatives
Advanced industry certifications preferred
Deep knowledge of the wealth management and advisor services industry
Strong leadership, coaching, and performance management capabilities
Exceptional relationship management and consultative communication skills
Ability to influence outcomes and build partnerships across multiple business functions
Strong business acumen and strategic thinking skills
Experience utilizing metrics and analytics to drive business decisions
Ability to manage competing priorities in a fast-paced, growth-oriented environment

Benefits

Comp & perks

Competitive compensation package
Benefits that provide peace of mind for employees and their families
Professional opportunities and career acceleration
Family-like work environment
Equal opportunity employment
Reasonable accommodations for qualified individuals with disabilities