Integrity Marketing Group
The Associate Advisor Relationship Manager supports the delivery of an exceptional service experience for advisors by serving as a key point of contact for day-to-day relationship and operational needs. This role partners closely with Advisor Relationship Managers, advisors, custodians, and internal teams to coordinate requests, resolve service issues, and ensure timely and accurate execution. The position requires a client-first mindset, strong attention to detail, and the ability to manage multiple priorities in a fast-paced wealth management environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Integrity Marketing Group.
Integrity Marketing Group didn’t post a salary, so this is our estimate from similar listings.
23% above the average for this role