Portfolio Manager

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 health and wealth so they can be ready for the good days ahead.

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.

he Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. Duties include day to day recommendations of portfolio changes and implementation of those changes for Brokers Financials’ Retirement Ally program. This role will be responsible to monitor economic trends and market conditions to effectively position portfolios and maximize returns. The Portfolio Manager will also create reports on investment activity and performance to effectively communicate conditions and changes with advisors via marketing pieces and presentations in person or on-line.

Essential Job Functions, other duties assigned

• Manage day to day investment policy for Brokers Financial’s Retirement Ally program. Responsible for portfolio changes do to changing economic and market conditions and implementing those changes across the model lineup. Duties include overall platform trading, reporting, and marketing pieces to support overall changes and performance to the advisors. The Portfolio Manager will also be a resource for advisors to explain market conditions and reasons for changes.
• Create and maintain and investment scoring program for all Mutual Funds, ETFs, Individual Stock investments, Annuities, and Retirement Plans to assist in selecting the best investments possible for the product lineup.
• Member of investment committee involved in the research and design of internal portfolio offerings, due diligence review for privately traded securities, and other new investment agreements. Duties include performing investment research encompassing all elements of investing (asset classes, asset allocation, returns, projections, etc.). Responsible for the preparation of materials and will assist with the overall decision to add products to our platform including but not limited to all new Alternative agreements, TAMPs, and MF/VA/VUL’s. Maintain knowledge of current market conditions and investment strategies to communicate effectively with Brokers Financial representatives.
• Develop strong business relationships with the Investment Advisory Team, and members of the Compliance, Operations and Accounting teams ensure day to day decisions are in the best interest of the overall firm.
• In this role you will design custom Retirement Ally portfolio solutions for advisors and their clients using asset allocation, portfolio construction, risk management and other related investment skills using illustration software from Riskalyze, Morningstar, or Advisory World.

Experience and Education

• Must have prior Securities industry experience. At least 2 years working directly with a broker-dealer, RIA or insurance. Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing), and Access. Microsoft Office.
• Bachelor's degree from four-year College and 2 -3 years related experience and/or training; or 4 to 5 years related experience and/or training; or equivalent combination of education and experience.
• Series 65/66 and a CFA designation or working toward one.

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. 

Integrity Marketing Group, 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 Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities 

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