Transitions & Integrations Project Manager

Integrity; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Integrity Wealth is seeking Transition Project Leaders to project-manage advisor transitions onto the platform. Each leader owns a concurrent portfolio of advisor moves end to end—readiness planning, day-one execution, account transfer coordination, issue resolution, and advisor training—acting as the advisor's single accountable partner during the most critical weeks of their affiliation.

Success hinges on coordinating readiness, transfer batches, and training while managing exceptions and

Qualifications

• Five or more years of experience in advisor transitions, brokerage operations, or wealth management project management.
• Has personally project-managed advisor moves end to end, not just supported them.
• Strong command of account transfer mechanics and exception resolution.

Responsibilities

• Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
• Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
• Run prioritized transfer batches with daily ramp tracking.
• Manage the exception queue and ramp-risk flags in real time.
• Train advisors to platform self-sufficiency across CRM, reporting, and custodial systems.
• Direct matrixed service, operations, and vendor resources assigned to each transition.

Skills

Advisor transitions

Brokerage operations

Wealth management

Project management

Client-facing

Education

Bachelor's degree

Tools

CRM Systems

Custodial systems

Job description

Position Summary

Integrity Wealth is seeking Transition Project Leaders to project-manage individual advisor transitions onto the platform.

Position Summary

Integrity Wealth is seeking Transition Project Leaders to project-manage individual advisor transitions onto the platform.

Each leader owns a concurrent portfolio of advisor moves end to end — readiness planning, day-one execution, account transfer coordination, issue resolution, and advisor training — serving as the advisor's single accountable partner through the most critical weeks of their affiliation.

Key Responsibilities

• Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
• Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
• Run prioritized transfer batches with daily ramp tracking.
• Manage the exception queue and ramp-risk flags in real time.
• Train advisors to platform self-sufficiency across customer relationship management, reporting, and custodial systems.
• Direct matrixed service, operations, and vendor resources assigned to each transition.

SUCCESS MEASURES

• Per-advisor asset ramp milestones of 50%, 60%, 70%, 80%, and 90% across months one through five
• Playbook on-time task completion of 95% or better
• Top-20 clients contacted within 72 hours, 100% of the time
• Exception rate below 10%; advisor net promoter score of 70 or better by day 90 per transition

Required Qualifications

• Five or more years in advisor transitions, brokerage operations, or wealth management project management.
• Has personally project-managed advisor moves end to end, not solely supported them.
• Strong command of account transfer mechanics and exception resolution.
• Able to carry a concurrent portfolio of transitions under firm deadlines with competing priorities.
• Client-facing polish sufficient to be the advisor's primary point of contact during a high-stress period.
• 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.