Jobs at Integrity Marketing Group

Leads the organization’s technology strategy, operations, innovation, and digital transformation. Oversees infrastructure, applications, cybersecurity, data, cloud services, architecture, integrations, governance, compliance, business continuity, budgets, vendors, and enterprise technology investments. Partners with executive leadership to align technology with business growth and operational goals, establishes performance metrics, and develops senior technology leaders across the organization.

Provides wealth management product consulting for prospective and producing advisors. Responsibilities include conducting product comparisons, coaching advisors on advisory conversion and product mix, supporting shelf governance and reviews, developing product playbooks, and mapping products during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely product mapping.

Entry-level management trainee rotating through life insurance, annuities, wealth management, sales, marketing, finance, underwriting, case management, and operations departments. The role includes completing business projects, conducting research and analysis, supporting client interactions, assisting with documentation, and participating in training toward life insurance and securities licenses. The position is fully in-office Monday through Friday in Austin, Texas.

Manage the onboarding and transition of new financial representatives and advisors. Serve as the primary contact, coordinate departmental training, assist with account transfer and broker-dealer change paperwork, review submissions, maintain tracking systems, update forms, and improve onboarding processes. The role requires securities industry experience, strong customer service and communication skills, attention to detail, and proficiency with Microsoft Office.

Project-manage advisor transitions onto the wealth platform from discovery through handoff. Responsibilities include readiness planning, day-one execution, account transfer coordination, exception resolution, ramp tracking, advisor training, client communications, and directing matrixed service, operations, and vendor resources. The role owns multiple concurrent transitions and is accountable for asset ramp milestones, task completion, client outreach, exception rates, and advisor satisfaction.

Leads the end-to-end transition of newly recruited advisors and their books onto the platform. Oversees pre-resignation readiness, account transfers, exception management, platform adoption, capacity planning, vendor surge support, and handoffs to Advisor Success. Manages a 17-person organization and drives faster cycle times, automation, business readiness, and a high-quality advisor experience.

Vice President responsible for building and leading advisor recruiting, business development, and transition operations across a $55 billion wealth platform. Owns new-store sales from pipeline through recruiting close and asset ramp, while developing channel strategy, territories, quotas, recruiting playbooks, vendor strategy, and transition capacity. The role requires deep independent-channel wealth management expertise, a strong record recruiting large advisor practices, and the ability to scale a national growth organization.

Serve as the primary HR contact for a business unit, supporting workforce planning, talent management, employee relations, performance management, change management, M&A integrations, organizational design, and people analytics. Partner with COEs on payroll/benefits/policies, lead investigations, facilitate development workshops, and advise leaders to drive people and organizational outcomes.

Handle incoming life insurance applications and documentation, enter data into company systems, create tasks for case managers, manage case files, pre-populate applications, verify agent licensing, mail policies, and support team workflow and projects.

Support commission processing and reconciliation for Life and Institutional divisions; maintain and validate commission databases; prepare internal and external compensation reporting; collaborate with accounting and commissions analysts to ensure accurate revenue recognition; identify and resolve discrepancies.

Process health insurance enrollment, termination, and cancellation requests; investigate discrepancies; resolve missing information and enrollment errors; contact consumers; document actions in Zendesk or similar systems; coordinate with internal teams; escalate complex issues; and identify recurring process gaps. The role requires accuracy, discretion, strong judgment, clear communication, and the ability to work independently in a high-volume, seasonal environment.

Manage and grow enterprise Medicare and health-insurance BPO accounts as primary client liaison. Ensure operational delivery meets contractual KPIs, drive performance improvements, oversee financials and forecasting, lead account ramp-ups and seasonal scaling, maintain compliance with CMS/Medicare rules, and deliver data-driven insights through dashboards and executive reporting.

Plan, build, QA, execute, and analyze lifecycle campaigns across email, SMS, push, in-app, and content cards. Create copy, update HTML/templates, design assets, run A/B tests, maintain campaign calendar, ensure regulatory compliance, and document assets and performance.