Rep Relationship Manager

Job Summary

The Rep Relationship Manager will manage the relationship of new financial representatives to Integrity Alliance and Integrity Advisor Solutions from the beginning of the recruiting process through the transition on‑boarding process. The role involves determining the suitability of the representatives’ current business and cultural alignment with Integrity Wealth, and ensuring compliance with company goals and procedures.

• Manage the relationship of new financial representatives from recruiting through onboarding.
• Deliver customized and on‑demand training and education to firms on policies, procedures and processes for new firms joining Integrity.
• Assist and lead projects to identify and implement improvements for the onboarding and transition department.
• Assist and coordinate with the Integrity Recruiting team on updates, status and proactive follow‑ups.
• Assist in developing marketing and related materials used for recruiting new advisors to Integrity Wealth.
• Other duties as assigned.

• Demonstrate Integrity’s Core Values.
• Excellent written and verbal communication skills.
• Solid customer service experience.
• Strong attention to detail.
• Ability to prioritize and work in a fast‑paced environment.
• Minimum of 6 years working directly with a broker‑dealer, RIA or insurance industry experience.
• Bachelor’s degree from a four‑year college and 6–8 years related experience and/or training; or five to seven years related experience and/or training; or an equivalent combination of education and experience.
• Series7, 24 and 65/66 preferred.

Integrity offers a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

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.