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Integrity Marketing Group
Integrity Wealth is seeking a Platforms Consultant to drive advisor adoption and fluency across the firm's technology stack, including CRM, portfolio management, and AI-enabled tools. The role involves delivering hands-on coaching to advisors, conducting technology demonstrations for prospects, and leading platform-proficiency training to ensure systems are fully utilized. Consultants will also support affiliation-platform changes and surface utilization gaps to improve retention.
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.
29% below the average for this role