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 onboarding process.

S/he will help determine suitability of the representative’s current business and cultural alignment with Integrity Wealth, goals and compliance procedures.

Location
Austin, TX

Primary Responsibilities

Manage the relationship of new financial representatives to Integrity from the beginning of the recruiting process through the transition onboarding process.

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 onboarding and transition department.

Assist and coordinate with the Integrity Recruiting team with 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.

Required Skills & Requirements

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

6+ years working directly with a broker‑dealer, RIA or insurance industry experience.

Bachelor's degree from four‑year college and 6‑8 years related experience and/or training; or five to seven years related experience and/or training; or equivalent combination of education and experience.

Series 7, 24 and 65/66 preferred.

Benefits Available

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays

PTO

Community Service PTO

FSA/HSA

Life Insurance

Short‑Term and Long‑Term Disability

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.

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