Vice President, Advisor Growth & Transitions

Insurance Administrative Solutions, L.l.c.; Dallas, Northern (TX, KY); Hybrid; USD 350,000 - 520,000; Full time

Job summary

Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and 1,100+ advisors.

This executive owns New Store Sales end to end: building and leading the business development team, and running the transition function that brings newly affiliated advisors and their assets onto the platform.

Qualifications

• Fifteen+ years in wealth management distribution with direct accountability for advisor recruiting results at an independent broker-dealer, RIA aggregator, or hybrid platform.
• Demonstrated record of recruiting multi-billion-dollar advisor books, including practices in the $100M–$1B range.
• Experience building a business development organization: hiring, territory design, quota setting, and playbook development.
• Working fluency in advisor transition mechanics and independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition-cost discipline.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

Responsibilities

• Own New Store Sales end to end—from prospect pipeline through recruiting close and ramp of recruited assets.
• Build, lead, and develop the business development organization; set channel strategy, territory design, and market coverage.
• Operate a disciplined recruiting playbook that compresses cycle times and sustains top-quartile win rates; manage acquisition costs.

Skills

Wealth management

Advisor recruiting

Business development

Territory design

Quota setting

Playbook development

Advisor transition mechanics

Independent-channel economics

Education

Bachelor's degree

MBA or advanced degree

Job description

## Vice President, Advisor Growth & TransitionsApply: Dallas, TX: Des Moines, IA: Full time: Posted Today: JR4725POS ITION SUMMARY Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and more than 1,100 advisors. This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. The mandate is a build, not a stewardship, and the successful candidate will scale a national growth engine inside one of the fastest-growing wealth platforms in the independent channel.KEY RESPONSIBILITIES • Own New Store Sales end to end — from prospect pipeline through recruiting close and the ramp of recruited assets to full production. • Build, lead, and develop the business development organization; set channel strategy, territory design, and market coverage. • Operate a disciplined recruiting playbook that compresses cycle times, sustains top quartile win rates, and holds acquisition cost discipline on every recruited practice. • Own the transition operating model — capacity planning, vendor strategy, and the handoff into Advisor Success. • Confirm and operationalize the channel-deployment model across external recruiting, agent-to-advisor conversion, and partner-channel motions. • Serve as a senior representative of the Integrity Wealth platform to advisors evaluating their next affiliation.SUCCESS MEASURES • Recruited client assets of $15 billion per year against plan • Time to letter of intent of 90 days or less; win rate of 35–40% • Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit • Recruited assets ramped to 90% of book value by month five across the cohortREQUIRED QUALIFICATIONS • Fifteen or more years in wealth management distribution, with direct accountability for advisor recruiting results at an independent broker-dealer, RIA aggregator, or hybrid platform. • Demonstrated record of recruiting multi-billion-dollar advisor books, including practices in the $100 million to $1 billion range. • Experience building a business development organization from a small base — hiring, territory design, quota setting, and playbook development. • Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline. • Bachelor's degree required; MBA or equivalent advanced degree preferred.