Senior Director, Advisor Growth & Retention

Integrity; Dallas (TX); On-site; USD 180,000 - 320,000; Full time

Job summary

Integrity Wealth is seeking a Senior Director Advisor Success to lead the Core & Emerging advisor pod. This executive partner steers growth and retention for a portfolio of ~250 producing advisors managing $15B–$25B in client assets, delivering practice development consulting and the firm's value-add service model.

The role drives multi-year relationship management, implements early-warning retention measures, and supports recruiting while aligning with the firm’s frontline operating system for

Qualifications

• Twelve or more years in wealth management with direct accountability for a portfolio of producing advisors.
• Record of delivering same-store growth and retention across a large advisor portfolio.
• Practice management consulting depth across succession, human capital, niche marketing, and fee-based conversion.
• Comfortable operating an early-warning retention system and leading at-risk and save conversations directly with practice owners.
• Credible with independent advisors as a business consultant rather than a relationship manager.
• Bachelor's degree required; CFP designation preferred.

Responsibilities

• Own the multi-year producing relationship for the Core & Emerging pod from transition handoff onward.
• Deliver the firm's value-add service model: book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital.
• Operate the advisor risk-scoring and early-warning system; trigger at-risk interventions within 48 hours of a red flag.
• Run quarterly business reviews and annual practice planning across the pod.
• Source recruiting introductions from the pod and support the recruiting organization as a reference.
• Hold pod coverage inside benchmark as the advisor count grows.

Skills

Wealth management

Portfolio management

Practice management consulting

Retention strategies

Executive communication

CFP familiarity

Education

Bachelor's degree

CFP designation preferred

Job description

Integrity Wealth is seeking a Senior Director Advisor Success to lead the Core & Emerging advisor pod. This executive partner steers growth and retention for a portfolio of ~250 producing advisors managing $15B–$25B in client assets, delivering practice development consulting and the firm's value-add service model.

The role drives multi-year relationship management, implements early-warning retention measures, and supports recruiting while aligning with the firm’s frontline operating system for