Senior Director, Advisor Field Growth & Engagement

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

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.