Senior Director, Advisor Success — Core & Emerging Growth

Integrity; Austin (TX); In loco; USD 190.000 - 280.000; Tempo pieno

Descrizione del lavoro

Integrity Wealth is seeking a Sr. Director Advisor Success for its Core & Emerging advisor pod.

This leader will serve as the primary growth and retention partner for a portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets, delivering practice development consulting and the firm's value-add service model. Reporting to the executive team, you will lead multi-year relationship management, implement early-warning retention, conduct quarterly

Competenze

• Twelve or more years in wealth management with direct accountability for a portfolio of producing advisors.
• Proven track record of 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.

Mansioni

• 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.

Conoscenze

Wealth management

Advisor consulting

Retention strategy

Executive leadership

Formazione

Bachelor's degree

Descrizione del lavoro

Integrity Wealth is seeking a Sr. Director Advisor Success for its Core & Emerging advisor pod.

This leader will serve as the primary growth and retention partner for a portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets, delivering practice development consulting and the firm's value-add service model. Reporting to the executive team, you will lead multi-year relationship management, implement early-warning retention, conduct quarterly