Head of Advisor Experience & Growth Solutions

Integrity

Dallas (TX)

On-site

USD 250,000 - 400,000

Full time

5 days ago

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Job summary

Integrity Wealth seeks a VP, Advisor Success & Solutions to lead the advisor experience for a $55B platform serving 1,100+ advisors. This executive will own same-store growth, retention, and ROA, overseeing a three-pod model, solutions bench, and retention system that protects recruited dollars.

The role requires leading leaders and turning service quality into measurable, scalable growth across the network.

Qualifications

Fifteen or more years in wealth management with accountability for advisor experience and leadership on a large platform.
Proven ability to deliver same-store growth and asset retention across a distributed advisor base.
Experience designing and operating a segmented service model with retention and organic growth results.
Fluency in platform economics—advisory conversion, fee-based revenue, and product shelf strategy.
Bachelor’s degree required; MBA or equivalent advanced degree preferred.

Responsibilities

Own same-store growth, retention, and return on assets end to end.
Lead the pod-based advisor success model and the consultancy bench; design pod coverage and ratios.
Operate the retention system with risk scoring and intervention plays on at-risk books.
Own the advisor experience standard from transition handoff through steady state, with reporting and analytics.
Partner with Growth, investment and product leadership on shelf strategy and advisor input.