Rep Relationship & Onboarding Lead
Posted yesterday
integrity windowsDallas (TX)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInvestment Banking and Securities Intermediation
SENIORITY
Senior
About the role
Integrity in Dallas is seeking a Rep Relationship Manager to oversee the relationship of new financial representatives from recruiting through transition onboarding, ensuring alignment with Integrity Wealth's goals and compliance procedures.
The role includes delivering training to firms, coordinating onboarding projects, supporting recruiting updates, and developing marketing materials to attract advisors. A strong communicator with broker-dealer/RIA experience is essential.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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