Senior Director, Advisor Success

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

Pos Ition Summary

Integrity Wealth is seeking an Sr. Director Advisor Success for its Core & Emerging advisor pod. This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets — delivering practice development consulting, the firm's value-add service model, and early-warning retention management. The seat is the third pod alongside Elite and Premier, and it is the frontline operating system of same-store growth.

Pos Ition Summary

Integrity Wealth is seeking an Sr. Director Advisor Success for its Core & Emerging advisor pod. This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets — delivering practice development consulting, the firm's value-add service model, and early-warning retention management. The seat is the third pod alongside Elite and Premier, and it is the frontline operating system of same-store growth.

Key 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.

Success Measures

• Same-store growth of 6%, 8%, and 10% or better in years one, two, and three across the pod
• Asset retention of 97% or better; regrettable attrition below 1%
• Value‑add service adoption of 70% or better; advisor net promoter score of 60 or better; pulse response of 75% or better
• Recruiting introductions of $2 billion or more per year sourced from the pod

Required 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.

About 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.

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.