Teams at Integrity Marketing Group

Leads the advisor experience organization for a large wealth-management platform. Owns same-store growth, advisor and asset retention, return on assets, advisor success pods, solutions consulting, technology adoption, and retention systems. Builds scalable service models, monitors at-risk relationships, drives intervention strategies, and partners with growth, investment, and product leaders to increase advisor engagement and platform performance.

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.