Investment Services Relationship Manager
Insurance Administrative Solutions, L.l.c., Urbandale, IA, United States
Investment Services Relationship Manager page is loaded## Investment Services Relationship Managerlocations:
Urbandale, IAtime type:
Full timeposted on:
Posted Todayjob requisition id:
JR3659The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; primarily focusing on Integrity Alliance’s RIA and Brokerage investment lineup.
This role will develop and grow new advisor/representative relationships with Integrity Alliance.
The Investment Services Relationship Manager will also work closely with Integrity Alliance advisors/representatives to grow their individual practices and how to effectively position investment offerings with their client portfolios.**Essential Job Functions**, other duties assignedEstablish new relationships and foster existing relationships with financial advisors, through proactive telephone calls and e-mails.
Responsible for completion of requests for financial proposals and case design consultation. Duties include running investment analysis and proposal of current holdings, educating representatives on strategy offerings and how to present/position with clients. The Investment Services Relationship Manager will be a key point of contact for advisors for their planning and product questions.
Maintain and develop relationships with Mutual Fund, Variable/Fixed annuity, TAMPs, and Retirement provider companies.
Duties include working with these companies to obtain product information, marketing brochures, selling agreement contacts, and any other information that will help Integrity Alliance advisors/representatives provide solutions to their clients.Prepare and deliver in person or e-mail campaigns to increase advisor/representative overall BD/RIA investment business with Integrity Alliance.
Assist with creating marketing materials/presentations to be used by advisors/representatives in their day-to-day practice.Participate in regular training program calls for all new advisors/representatives to Integrity Alliance.
Duties will include maintaining a training program for investments/products available, clearing firm technology, and any relevant outside technology vendors.Create and maintain monthly reporting for the Advisory Investment Services team including monthly AUM changes and any new advisors closing new business, daily and weekly AUM changes and any additional reporting required by the firm.**Knowledge, Skills, and Abilities**Must display 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.**Experience and Education****Experience:**Must have prior Securities industry experience.
At least 3 years working directly with a broker-dealer, RIA or insurance.
Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access.**Education:**Bachelor's degree from four-year College and 3 - 5 years related experience and/or training; or 4 to 6 years related experience and/or training; or equivalent combination of education and experience.**Licensing:**Series 6/7, and 65/66 or willing to take the exams. Completion required within 6 months of employment**Physical Requirements**Office Position**Travel**10%**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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr
Urbandale, IAtime type:
Full timeposted on:
Posted Todayjob requisition id:
JR3659The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; primarily focusing on Integrity Alliance’s RIA and Brokerage investment lineup.
This role will develop and grow new advisor/representative relationships with Integrity Alliance.
The Investment Services Relationship Manager will also work closely with Integrity Alliance advisors/representatives to grow their individual practices and how to effectively position investment offerings with their client portfolios.**Essential Job Functions**, other duties assignedEstablish new relationships and foster existing relationships with financial advisors, through proactive telephone calls and e-mails.
Responsible for completion of requests for financial proposals and case design consultation. Duties include running investment analysis and proposal of current holdings, educating representatives on strategy offerings and how to present/position with clients. The Investment Services Relationship Manager will be a key point of contact for advisors for their planning and product questions.
Maintain and develop relationships with Mutual Fund, Variable/Fixed annuity, TAMPs, and Retirement provider companies.
Duties include working with these companies to obtain product information, marketing brochures, selling agreement contacts, and any other information that will help Integrity Alliance advisors/representatives provide solutions to their clients.Prepare and deliver in person or e-mail campaigns to increase advisor/representative overall BD/RIA investment business with Integrity Alliance.
Assist with creating marketing materials/presentations to be used by advisors/representatives in their day-to-day practice.Participate in regular training program calls for all new advisors/representatives to Integrity Alliance.
Duties will include maintaining a training program for investments/products available, clearing firm technology, and any relevant outside technology vendors.Create and maintain monthly reporting for the Advisory Investment Services team including monthly AUM changes and any new advisors closing new business, daily and weekly AUM changes and any additional reporting required by the firm.**Knowledge, Skills, and Abilities**Must display 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.**Experience and Education****Experience:**Must have prior Securities industry experience.
At least 3 years working directly with a broker-dealer, RIA or insurance.
Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access.**Education:**Bachelor's degree from four-year College and 3 - 5 years related experience and/or training; or 4 to 6 years related experience and/or training; or equivalent combination of education and experience.**Licensing:**Series 6/7, and 65/66 or willing to take the exams. Completion required within 6 months of employment**Physical Requirements**Office Position**Travel**10%**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** **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, 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.*Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr