Senior Director, Advisor Success & Platform Solutions

Integrity; West Des Moines (IA); On-site; USD 300,000 - 420,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive benefits

Career growth in a hyper-growth firm

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, 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.

Qualifications

• Fifteen+ years in wealth management or advisor-focused leadership.
• Proven track record delivering growth and asset retention across a distributed advisor base.
• Experience designing segmented service models with retention and growth outcomes.

Responsibilities

• Own same-store growth, retention, and asset return end to end across the advisor platform.
• Lead a pod-based advisor success model and the solutions bench; set coverage design and advisor-to-leader ratios.
• Operate the retention system with risk scoring and intervention plays for every at-risk book.
• Own the advisor experience from handoff to steady state, instrumented with reporting and analytics.
• Partner with Growth, investment and product leadership to translate service into growth.

Skills

Wealth management

Advisor experience

Leadership

Growth strategy

Education

Bachelor's degree

MBA preferred

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, 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.