Senior Director, Advisor Transition & Onboarding Excellence

Integrity; West Des Moines (IA); On-site; USD 180,000 - 240,000; Full time

Job 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,

Qualifications

• Ten+ years in wealth management operations or advisor transitions, with direct leadership experience.
• Led transitions of practices in the $100M+ range, multi-wave planning at scale.
• Deep knowledge of account transfer mechanics and onboarding workflows.

Responsibilities

• Own multi-wave transition playbook from pre-resignation to handoff to Advisor Success.
• Lead and develop Transition Center of Excellence and project leadership team.
• Manage vendor capacity as a surge valve against recruiting volume.
• Ensure day-one readiness and real-time exception management on every live transition.
• Improve cycle times, automation, and advisor transition experience.
• Plan capacity against recruiting pipeline to avoid throughput constraints.

Skills

Wealth mgmt ops

Advisor transitions

Account transfer

Vendor management

Automation platforms

CRM systems

Education

Bachelor's degree

Tools

CRM systems

Document automation

Job description

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,