Senior Director: Advisor Experience, Growth & Solutions

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Integrity Wealth in Dallas is seeking a Sr. Director of Advisor Success & Solutions to lead the advisor experience organization for a $55 billion platform serving over 1,100 advisors.

This executive owns same-store growth, retention, and return on assets, and runs a three-pod advisor success model, the solutions bench, and the retention system that protects every recruited dollar. This role requires fifteen-plus years in wealth management, a track record of growth and retention, and fluency in

Qualifications

• Fifteen or more years in wealth management with accountability for advisor experience or field leadership at scale.
• Track record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base.
• Experience designing and operating a segmented service model with retention and growth results.
• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

Responsibilities

• Own same-store growth, retention, and return on assets end to end — the defend-and-compound half of the growth equation.
• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios.
• Operate the retention system — risk scoring, leading-indicator surveillance, and intervention plays on every at-risk book.
• Own the advisor experience standard from transition handoff through steady state, instrumented with reporting and analytics.
• Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points.

Skills

Wealth management

Advisor experience

Leadership

Analytics & reporting

Platform economics

Education

Bachelor's degree

MBA or equivalent

Tools

CRM

Data analytics tools

Job description

Integrity Wealth in Dallas is seeking a Sr. Director of Advisor Success & Solutions to lead the advisor experience organization for a $55 billion platform serving over 1,100 advisors.

This executive owns same-store growth, retention, and return on assets, and runs a three-pod advisor success model, the solutions bench, and the retention system that protects every recruited dollar. This role requires fifteen-plus years in wealth management, a track record of growth and retention, and fluency in