Senior Director, Advisor Transition

Integrity; Dallas (TX); Hybride; USD 180 000 - 240 000; Plein temps

Résumé du poste

Integrity Wealth is seeking a Senior Director, Advisor Transition to lead the end-to-end transition of newly recruited advisors and their books onto the platform. This role heads a 17-person organization spanning the Transition Center of Excellence, project leadership, and shared services to ensure a fast, clean onboarding with a white-glove experience.

The Senior Director will drive pre-resignation readiness, account transfer execution, exception management, and platform adoption while

Qualifications

• 10+ years in wealth management operations or advisor transitions.
• Led transitions of practices in the $100M+ range with multi-wave planning at scale.
• Deep knowledge of account transfer mechanics, exception management and opening workflows.
• Experience with document/workflow automation platforms and CRM systems.
• Vendor management including scaling surge capacity against variable volume.

Responsabilités

• Own the multi-wave transition playbook from pre-resignation to handoff.
• Lead and develop the Transition Center of Excellence and project leadership team.
• Manage flexible vendor capacity as recruiting volume fluctuates.
• Ensure day-one readiness and real-time exception management on transitions.
• Continuously improve cycle times, automation, and advisor transition experience.

Connaissances

Wealth management operations

Advisor transitions

Account transfer mechanics

Exception root-cause management

Vendor management

Formation

Bachelor's degree

Description du poste

## Senior Director, Advisor TransitionApply: Dallas, TX: Des Moines, IA: Full time: Posted Today: JR4736POS ITION SUMMARY Integrity Wealth is seeking a Senior Director, Advisor Transition to run the function that moves newly recruited advisors and their books onto the platform. This leader owns the end-to-end transition playbook — pre-resignation readiness, account transfer execution, exception management, and platform adoption — and leads a 17-person organization spanning the Transition Center of Excellence, project leadership, and shared services, so that every advisor reaches full production quickly, cleanly, and with a white-glove experience.KEY RESPONSIBILITIES • Own the multi-wave transition playbook from pre-resignation readiness through handoff to Advisor Success. • Lead and develop the transitions organization, including the Transition Center of Excellence and the project leadership team. • Manage flexible vendor capacity as a surge valve against recruiting volume. • Guarantee day-one business readiness and real-time exception management on every live transition. • Continuously improve cycle times, automation, and the advisor transition experience. • Own capacity planning against the recruiting pipeline so transition throughput never constrains recruiting volume.SUCCESS MEASURES • Recruited assets ramped to 50%, 60%, 70%, 80%, and 90% of book value across months one through five • Exception rate below 10%; time to first fee below 45 days • Advisor net promoter score of 70 or better by day 90 • On-time handoff to Advisor Success at month fiveREQUIRED QUALIFICATIONS • Ten or more years in wealth management operations or advisor transitions, including direct leadership of an onboarding or transition function. • Has personally led transitions of practices in the $100 million and above range, with familiarity in multi-wave conversion planning at scale. • Deep working knowledge of account transfer mechanics, exception root-cause management, and account opening workflow. • Experience with document and workflow automation platforms and customer relationship management systems. • Vendor management experience, including scaling surge capacity against variable volume. • Bachelor's degree required.**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.*