Senior Director, Advisor Success & Growth Solutions

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

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