Director of Advisor Transitions & Onboarding Excellence

Integrity; Austin (TX); On-site; USD 180,000 - 280,000; Full time

Job summary

Integrity Wealth is seeking a Senior Director, Advisor Transition to lead a 17-person function responsible for moving newly recruited advisors and their books onto the platform with a white-glove experience. The leader will own the end-to-end transition playbook, from pre-resignation readiness to platform adoption.

As head of the Transition Center of Excellence, you will guide the transitions organization, manage vendor capacity for surges, ensure day-one readiness, and drive improvements in

Qualifications

• Ten or more years in wealth management operations or advisor transitions, including direct leadership of an onboarding or transition function.
• Experience leading transitions of practices at scale (e.g., $100M+ book values).
• Deep knowledge of account transfer mechanics, exception management, and onboarding workflows.
• Experience with document/workflow automation and CRM systems.
• Vendor management experience, including scaling surge capacity against volume.
• Bachelor's degree required.

Responsibilities

• Own the multi-wave transition playbook from pre-resignation readiness through handoff to Advisor Success.
• Lead and develop the transitions organization, including the Transition Center of Excellence and the project leadership team.
• Manage flexible vendor capacity as a surge valve against recruiting volume.
• Guarantee day-one business readiness and real-time exception management on every live transition.
• Continuously improve cycle times, automation, and the advisor transition experience.
• Own capacity planning against the recruiting pipeline so transition throughput never constrains recruiting volume.

Skills

Wealth management operations

Advisor transitions leadership

Account transfer knowledge

Process improvement

Vendor management

Education

Bachelor's degree

Job description

Integrity Wealth is seeking a Senior Director, Advisor Transition to lead a 17-person function responsible for moving newly recruited advisors and their books onto the platform with a white-glove experience. The leader will own the end-to-end transition playbook, from pre-resignation readiness to platform adoption.

As head of the Transition Center of Excellence, you will guide the transitions organization, manage vendor capacity for surges, ensure day-one readiness, and drive improvements in