Integrity Wealth-Head of Advisor Field Management

Integrity; Dallas (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Integrity is seeking a Head of Advisor Field Management in Dallas, Texas. This senior leadership role focuses on driving organic growth and advisor retention by building strong relationships and enhancing platform adoption.

The ideal candidate will have over 15 years of experience in advisor-facing leadership, a deep understanding of independent advisor economics, and proven success in managing high-performing teams. Required licenses include Series 7, 24, and 66. Extensive travel is expected.

Qualifications

• 15+ years in field management or related leadership roles.
• Proven track record of driving measurable growth.
• Understanding of advisor economics.

Responsibilities

• Lead advisor engagement strategy.
• Build and scale the field management organization.
• Deliver value-add services and technology adoption.

Skills

Advisor-facing leadership experience

Growth and retention strategies

Strong executive presence

Education

Bachelor's degree

Advanced degree (preferred)

Job description

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 (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

Equal Opportunity

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.