Job Title – Manager, Advisor Relationship Management

Business Unit – Integrity Wealth

Location – Urbandale, IA

Position Summary

The Manager, Advisor Relationship Management is responsible for leading a team of Advisor Relationship Managers dedicated to delivering an exceptional advisor experience while driving advisor engagement, retention, and business growth. This role serves as a strategic leader and trusted partner to financial advisors, business leaders, and cross-functional stakeholders to ensure advisors maximize the value of the firm's platform, services, and resources.

The Manager will oversee advisor relationship strategies, coaching and development of advisor-facing team members, advisor retention initiatives, and process improvements that support scalable growth across the organization.

Essential Duties and Responsibilities

Team Leadership & Development

• 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.

Advisor Relationship Strategy

• 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 to address identified risks.
• Develop strategies that strengthen advisor loyalty, engagement, and long-term partnership.

Business Growth & Practice Development

• 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.

Cross-Functional Leadership

• Partner with Operations, Compliance, Marketing, Technology, Product, Investments, and Recruiting teams to deliver a seamless advisor experience.
• Advocate for advisor needs and influence organizational decisions that impact advisor satisfaction and growth.
• Lead initiatives to improve advisor service delivery, processes, and operational effectiveness.
• Utilize advisor feedback and business insights to drive continuous improvement efforts.

Reporting & Analytics

• 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.

Qualifications

Education

• Bachelor's degree in Business, Finance, Wealth Management, Marketing, or related field required.
• Advanced industry certifications preferred.

Experience

• 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.

Knowledge, Skills, and Abilities

• 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.