Senior Director Advisor Growth & Retention Core & Emerging

Integrity; Dallas (TX); On-site; USD 200,000 - 260,000; Full time

Job summary

Integrity Wealth is seeking a Sr. Director Advisor Success for its Core & Emerging advisor pod. This leader partners with ~250 producing advisors, delivering practice development, the firm's value-add model, and early-warning retention management.

The role sits as the frontline growth system for same-store expansion in Dallas. Wealth-management veteran with a track record of growing and retaining advisor portfolios will thrive here, leveraging succession, niche marketing, and fee-based

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

Consulting depth

Retention systems

Education

Bachelor's degree

CFP designation preferred

Job description

Integrity Wealth is seeking a Sr. Director Advisor Success for its Core & Emerging advisor pod. This leader partners with ~250 producing advisors, delivering practice development, the firm's value-add model, and early-warning retention management.

The role sits as the frontline growth system for same-store expansion in Dallas. Wealth-management veteran with a track record of growing and retaining advisor portfolios will thrive here, leveraging succession, niche marketing, and fee-based