Transitions & Integrations Project Manager

Insurance Administrative Solutions, L.l.c.; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Integrity Wealth is seeking Transition Project Leaders to project-manage advisor moves onto the platform. Each leader owns a concurrent portfolio of advisor moves end to end — from discovery through handoff to Advisor Success — with readiness planning, transfer coordination, and issue resolution.

You will train advisors to platform self-sufficiency across CRM, reporting, and custodial systems, while driving day-one readiness and cross-functional coordination for timely execution during critical

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.

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.

Job description

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 transitionREQUIRED 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.