Advisor Success Growth Leader, Wealth Management

Integrity; Iowa; Hybrid; USD 150,000 - 195,000; Full time

Job summary

Integrity Wealth is seeking a Senior Director, Advisor Success to lead the Core & Emerging advisor pod, overseeing ~250 producing advisors and $15B-$25B in assets. You will drive practice development, deliver our value-add service model, and manage retention with early-warning interventions and annual planning.

The role requires a track record in wealth management leadership, succession planning, and client-advisor consulting, plus a CFP credential preferred. Dallas or Des Moines options.

Qualifications

• 12+ years in wealth management with direct accountability for a portfolio of producing advisors.
• Proven track record of same-store growth and retention across a large advisor portfolio.
• Practice management consulting depth across succession, human capital, niche marketing, and fee-based conversion.
• Comfortable operating an early-warning retention system and leading at-risk conversations with practice owners.
• Credible with independent advisors as a business consultant rather than a relationship manager.
• Bachelor's degree required; CFP designation preferred.

Responsibilities

• Own the multi-year producing relationship for the Core & Emerging pod from transition handoff onward.
• Deliver the firm's value-add service model: book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital.
• Operate the advisor risk-scoring and early-warning system; trigger interventions within 48 hours of a red flag.
• Run quarterly business reviews and annual practice planning across the pod.
• Source recruiting introductions from the pod and support the recruiting organization as a reference.
• Hold pod coverage inside benchmark as the advisor count grows.

Education

Bachelor's degree

CFP designation

Tools

Wealth management software

Portfolio analytics

Practice management consulting

Job description

Integrity Wealth is seeking a Senior Director, Advisor Success to lead the Core & Emerging advisor pod, overseeing ~250 producing advisors and $15B-$25B in assets. You will drive practice development, deliver our value-add service model, and manage retention with early-warning interventions and annual planning.

The role requires a track record in wealth management leadership, succession planning, and client-advisor consulting, plus a CFP credential preferred. Dallas or Des Moines options.