Wealth Service Coordinator - Technology Integration

Job Title: Wealth Service Coordinator – Technology Integration

Business Unit: Brokers International Financial Services

Location: Urbandale, IA

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

BI and it’s subsidiary organizations are making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner. Our culture is one of inclusion, diversity of thought and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Job Summary

Excellent opportunity to join a successful well-established company looking to grow to the next level. The Wealth Service Coordinator will act as the system Subject Matter Expert, taking ownership of processes and development to ensure alignment and efficiency throughout the team. This position will become familiar with the Black Diamond, RCI or Salentica Wealth Platform to establish and enforce business, operational and IT related procedures to maximize system utilization and ease of access for current users. Contribute toward the continued development, implementation, administration and support of the system, recommending feedback for process automation and improvements where they are possible.

Primary Responsibilities:

• Communicate regularly with internal departments and strategic partners to ensure service delivery expectations are met.

• Maintain current Wealth Platform, following office protocols while relaying information, procedures and assistance to internal and external stakeholders.

• Monitor system performance, work with IT to implement changes, and apply necessary patches and versions when required.

• Make recommendations to improve process efficiencies

• Coordinate and drive investment-related administrative processes, ensuring accuracy and timeliness.

• Act as a resource for others to answer questions, resolve issues and train new team members

• Provide exceptional customer service through various communication channels

Primary Skills & Requirements:

• Bachelor’s Degree in Business, Finance or related field, or equivalent combination of education and experience.

• 3-5 years of experience in Wealth Management

• Experience with Black Diamond Wealth Platform Preferred

• Experience in software implementation is preferred

• Professional experience in IT related field preferred, but not necessary

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. 

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.