Integrity Wealth-Head of Advisor Field Management

Integrity Marketing Group; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Integrity Wealth, a wealth management platform within Integrity, seeks a senior leader to head Advisor Field Management, driving advisor engagement, practice development, and the delivery of value-add services that boost productivity and deepen platform adoption.

This role leads a disciplined, data-driven field program, building and scaling an organization across enterprise and growth advisors while partnering with executive teams to enhance advisor experience and long-term retention.

Qualifications

• 15+ years of advisor-facing leadership experience in broker-dealer, RIA, or wealth platform.
• Proven track record driving growth and advisor retention in large-scale advisory businesses.
• Deep understanding of independent advisor economics, including fee-based and commission models.
• Experience building and leading high-performing field management teams.
• Strong executive presence with the ability to influence senior advisors and stakeholders.
• Licenses: Series 7, 24, and 66 (or equivalent).
• Bachelor’s degree required; advanced degree preferred.
• Willingness to travel extensively.

Responsibilities

• Lead advisor engagement strategy to drive organic growth and retention across the platform.
• Build and scale a field management organization supporting enterprise, growth, and emerging advisors.
• Deliver structured value-add services, including practice consulting, succession planning, cross-sell strategies, and technology adoption.
• Partner with executive leadership across recruiting, technology, and solutions teams to enhance advisor experience and platform adoption.
• Establish disciplined engagement cadence, including business reviews, practice planning, and performance monitoring.
• Drive key initiatives including fee-based conversion, cross-sell expansion, and advisor productivity improvements.
• Develop feedback mechanisms (e.g., advisor surveys) to inform continuous improvement and retention strategy.

Skills

Advisor leadership

Field management

Relationship management

Executive presence

Education

Bachelor’s degree

Advanced degree

Job description

About Integrity Wealth

Integrity Wealth is a rapidly scaling wealth management platform within Integrity, overseeing approximately $55B in advisory assets and supporting 1,100+ financial advisors. With a multi-platform, multi-custodial model, Integrity Wealth is positioned to exceed $100B in assets through organic growth, strategic recruiting, and acquisitions.

Position Overview

The Head of Advisor Field Management is a senior leadership role responsible for driving organic growth and advisor retention across the existing platform. This leader will oversee field engagement, practice development, and delivery of value-add services that increase advisor productivity and deepen platform adoption.

This is a highly visible, field-facing role focused on building strong advisor relationships while scaling a disciplined, data-driven field management program.

Key Responsibilities

• Lead advisor engagement strategy to drive organic growth and retention across the platform


• Build and scale a field management organization supporting enterprise, growth, and emerging advisors


• Deliver structured value-add services, including practice consulting, succession planning, cross-sell strategies, and technology adoption


• Partner with executive leadership across recruiting, technology, and solutions teams to enhance advisor experience and platform adoption


• Establish disciplined engagement cadence, including business reviews, practice planning, and performance monitoring


• Drive key initiatives including fee-based conversion, cross-sell expansion, and advisor productivity improvements


• Develop feedback mechanisms (e.g., advisor surveys) to inform continuous improvement and retention strategy

Qualifications

• 15+ years of experience in advisor-facing leadership (field management, practice development, or relationship management) within a broker-dealer, RIA, or wealth platform


• Proven track record driving measurable growth and advisor retention in large-scale advisory businesses


• Deep understanding of independent advisor economics, including fee-based and commission models


• Experience building and leading high-performing field management teams


• Strong executive presence with the ability to influence senior advisors and stakeholders


• Required licenses: Series 7, 24, and 66 (or equivalent)


• Bachelor’s degree required; advanced degree preferred


• Willingness to travel extensively

Key Success Measures

• Organic growth and increased advisor productivity across the platform


• High advisor retention and engagement


• Adoption of value-add services and platform capabilities


• Expansion of fee-based assets and cross-sell activity


• Strong client and advisor experience metrics

About Integrity

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 life, health and wealth so they can prepare for the good days ahead.

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.

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 Integrity.com.

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