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Advisor Relations & Investment Solutions Lead

Job in Urbandale, Polk County, Iowa, 50322, USA
Listing for: Integrity
Full Time position
Listed on 2026-02-21
Job specializations:
  • Sales
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Urbandale is seeking an Investment Services Relationship Manager. This role focuses on building relationships with financial advisors and supporting business development within investment services. Key responsibilities include educating advisors on strategies, maintaining relationships with investment providers, and preparing marketing materials. The ideal candidate will have a Bachelor's degree and 3+ years of experience in the securities industry.

A competitive compensation package includes benefits for peace of mind.
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