Senior Director, Advisor Growth & Solutions

Integrity; Dallas (TX); On-site; USD 240,000 - 340,000; Full time

Job summary

Integrity Wealth is seeking a Sr. Director of Advisor Success & Solutions to lead the advisor experience organization for a large, nationwide platform serving 1,100+ advisors.

This executive owns growth, retention, and ROA, governing a three-pod model, the solutions bench, and the retention system that protects recruited dollars. The role demands a proven leader who can translate service quality into measurable growth at scale, partnering with growth, product, and investment leadership to align

Qualifications

• Fifteen or more years in wealth management with accountability for advisor experience or field leadership.
• 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 organic growth results.
• 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 leadership

Executive leadership

Strategic program design

Data analytics & reporting

Education

Bachelor's degree

MBA or equivalent advanced degree

Job description

Integrity Wealth is seeking a Sr. Director of Advisor Success & Solutions to lead the advisor experience organization for a large, nationwide platform serving 1,100+ advisors.

This executive owns growth, retention, and ROA, governing a three-pod model, the solutions bench, and the retention system that protects recruited dollars. The role demands a proven leader who can translate service quality into measurable growth at scale, partnering with growth, product, and investment leadership to align