Senior Director, Advisor Transition — Wealth Ops Leader

Integrity; Dallas (TX); Hybrid; USD 180,000 - 240,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Wealth management operations

Advisor transitions

Account transfer mechanics

Exception root-cause management

Vendor management

Education

Bachelor's degree

Job description

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