Senior Director Advisor Solutions and Adoption

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 140,000 - 230,000; Full time

Job summary

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

This executive owns same-store growth, retention, and return on assets—running a three-pod advisor success model and the retention system that protects every recruited dollar. The role requires a leader who can convert service quality into measurable growth at scale and partner with Growth, Investment, and Product

Qualifications

• Fifteen or more years in wealth management with accountability for advisor experience or leadership on a large platform.
• Proven track record of growing and retaining assets across a distributed advisor base.
• Experience designing and operating a segmented service model with retention and growth results.

Responsibilities

• Own same-store growth, retention, and ROA end to end for each advisor pod.
• Lead the advisor success model and the solutions, platform, and technology consulting bench.
• Operate the retention system with risk scoring and at-risk book intervention plays.
• Own the advisor experience standard from handoff to steady state with reporting and analytics.
• Partner with Growth, Investment, and Product teams on shelf strategy and advisor input loop.

Skills

Advisor experience

Wealth management

Leadership

Practice management

Cross-functional leadership

Education

Bachelor's degree

MBA or equivalent

Job description

POS ITION SUMMARY

Integrity Wealth is seeking a Sr. Director of Advisor Success & Solutions to lead the advisor experience organization for a $55 billion platform serving more than 1,100 advisors. This executive owns same-store growth, retention, and return on assets — running a three-pod advisor success model, the solutions bench, and the retention system that protects every recruited dollar. The role suits a leader of leaders who can convert service quality into measurable growth at scale.

KEY 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, holding each pod inside benchmark as the platform grows.


• 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, and with investment and product leadership on shelf strategy and the advisor input loop.

SUCCESS MEASURES

• Same-store revenue growth of 6% to 8% or better per pod


• Advisor retention of 95% or better; asset retention of 97% or better


• Platform return on assets of 15 to 20 basis points; fee-based penetration of 65% or better in year two


• Risk-scoring coverage across 100% of books; save rate of 60% or better on flagged relationships

REQUIRED QUALIFICATIONS

• Fifteen or more years in wealth management, with accountability for advisor experience, practice management, or field leadership on a platform of comparable scale.


• 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 demonstrated retention and organic growth results.


• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.


• Bachelor's degree required; MBA or equivalent advanced degree preferred.

About Integrity

Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Why?

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith.