Senior Director of Advisor Success & Growth Solutions

Integrity

Scottsdale (AZ)

On-site

USD 180,000 - 320,000

Full time

3 days ago

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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 or more years in wealth management with accountability for advisor experience, practice management, or field leadership.
Proven track record delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base.
Experience designing and operating a segmented service model with retention and organic growth results.

Responsibilities

Own same-store growth, retention, and return on assets end to end.
Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench.
Operate the retention system with risk scoring, leading-indicator surveillance, and intervention plays on every at-risk book.
Own the advisor experience standard from transition handoff through steady state, instrumented with reporting and analytics.
Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points, and with investment and product leadership on shelf strategy and the advisor input loop.