Jobs at Integrity Marketing Group, LLC

Leads enterprise technology strategy, infrastructure, applications, cybersecurity, data, cloud services, digital transformation, governance, risk management, and technology investments. Oversees enterprise systems, architecture, integrations, budgets, vendors, operational reliability, compliance, business continuity, and disaster recovery. Partners with executive leadership to align technology with business growth while leading and developing senior technology teams.

Advises prospective and producing wealth advisors on investment product selection, advisory conversion, alternatives, annuities, insurance, and product mix. Runs competitive shelf comparisons, supports product governance and shelf reviews, channels advisor feedback into strategy, develops product playbooks, and ensures product mapping during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely mapping delivery.

Entry-level management trainee rotating through life insurance, annuities, wealth management, marketing, sales, case management, finance, underwriting, and operations. The associate completes department projects, supports client and advisor relationships, conducts research, analyzes business information, and provides administrative support. The program includes mentorship, industry training, local firm visits, and company-sponsored life insurance and securities licensing.

Manage onboarding and transition processes for new financial representatives and advisors. Serve as the primary contact, coordinate departmental training, assist with account-transfer paperwork, review submissions, track broker-dealer changes, and maintain onboarding systems, forms, workflows, and websites. Lead process-improvement projects while providing high-touch customer service and ensuring accurate, timely transitions.

Project-manage advisor transitions onto a wealth-management platform from discovery through handoff. Responsibilities include readiness planning, day-one execution, account transfer coordination, exception resolution, client communication, advisor training, ramp tracking, and directing matrixed service, operations, and vendor resources. The role owns multiple concurrent transitions, ensures compliance and task completion, manages risks and deadlines, and serves as the advisor’s primary contact throughout the transition.

Leads the end-to-end transition of newly recruited advisors and their books onto the wealth management platform. Oversees a 17-person organization, transition playbooks, account transfers, exception management, platform adoption, vendor capacity, readiness, capacity planning, and handoffs to Advisor Success. The role is accountable for improving transition speed, automation, advisor experience, asset ramp, exception rates, and time to first fee.

Executive leader responsible for advisor recruiting, new store sales, business development, and advisor transitions across a $55 billion wealth platform. Builds and leads the business development organization, develops recruiting strategy and market coverage, manages transition operations and vendors, and drives recruited asset growth, win rates, acquisition cost discipline, and ramp-to-production performance.

Serve as the primary HR partner for a business unit, providing workforce planning, talent management, employee relations, performance management, change management, M&A integration support, organizational design, and people-analytics-driven solutions. Facilitate development, investigations, and HR best practices while partnering with centralized People & Culture COEs and business leaders.

Manage incoming life insurance applications and documentation: triage team inbox, enter data into company systems, file and pre-populate applications, verify agent licensing, mail policies, and support process improvements and special projects.

Support commission operations for Life and Institutional divisions by processing commissions, reconciling sales data and cash receipts, maintaining commission databases, producing compensation reporting, collaborating with analysts and accounting, and resolving discrepancies.

Processes health insurance enrollment, termination, and cancellation requests; investigates discrepancies and missing information; contacts consumers; documents activity in Zendesk or similar systems; coordinates with internal teams; escalates complex issues; and identifies recurring process gaps. The role requires accuracy, discretion, sound judgment, strong communication, and the ability to work independently in a high-volume, fully remote environment.

Own lifecycle marketing campaigns across email, in-app, SMS, push, and content cards. Plan, build (copy, HTML, designs), QA, execute, analyze A/B tests, report performance, and ensure compliance with CAN-SPAM, TCPA, and HIPAA. Maintain campaign assets, calendars, and documentation while partnering with brand and external teams.

Manage and grow enterprise Medicare and health‑insurance BPO client relationships. Serve as primary client liaison, ensure operational and contractual KPI delivery, lead business reviews, drive performance improvements, manage financials and account expansion, oversee scaling and compliance with CMS/Medicare rules, and deliver data‑driven insights and reporting.