Advisor Transitions Project Lead – Wealth Platform

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity Wealth, headquartered in Dallas, TX, seeks Transition Project Leaders to manage advisor moves from discovery to handoff. You will own concurrent portfolios, coordinate readiness, account transfers, and training, serving as the primary point of contact during critical weeks of affiliation.

The role requires five+ years in advisor transitions or wealth operations and a Bachelor's degree, with a focus on client-facing professionalism and cross-functional collaboration.

Qualifications

• Five+ years in advisor transitions, brokerage operations, or wealth management PM.
• Has personally managed advisor moves end to end.
• Strong command of account transfer mechanics and exception resolution.
• Able to carry a concurrent portfolio of transitions under firm deadlines.
• Polished client-facing presence for high-stress periods.
• Bachelor's degree required.

Responsibilities

• Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
• Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
• Run prioritized transfer batches with daily ramp tracking.
• Manage the exception queue and ramp-risk flags in real time.
• Train advisors to platform self-sufficiency across CRM, reporting, and custodial systems.
• Direct matrixed service, operations, and vendor resources assigned to each transition.

Skills

Advisor transitions

Project management

Account transfer mechanics

Client-facing

Leadership

Education

Bachelor's degree

Job description

Integrity Wealth, headquartered in Dallas, TX, seeks Transition Project Leaders to manage advisor moves from discovery to handoff. You will own concurrent portfolios, coordinate readiness, account transfers, and training, serving as the primary point of contact during critical weeks of affiliation.

The role requires five+ years in advisor transitions or wealth operations and a Bachelor's degree, with a focus on client-facing professionalism and cross-functional collaboration.