Vice President, Advisor Growth – Transitions

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Iowa (LA)

On-site

USD 250,000 - 500,000

Full time

8 days ago

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Job summary

Integrity Wealth is seeking a seasoned Senior Director of Wealth Management Distribution to lead our advisor recruiting and business development efforts across independent broker-dealers, RIAs, and hybrid platforms.

You will own the end-to-end recruitment lifecycle, design territory coverage, and build a scalable BD organization. The role requires deep expertise in advisor transitions, payout economics, and cost discipline to drive asset growth and market expansion.

Qualifications

Fifteen or more years in wealth management distribution, with direct accountability for advisor recruiting results.
Record of recruiting multi-billion-dollar advisor books, including $100M–$1B ranges.
Experience building a business development organization with hiring, territory design, and quota setting.
Fluent in advisor transition mechanics and independent-channel economics, including payouts and acquisition costs.
Bachelor's degree required; MBA 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 to compress cycles and maintain CAC discipline.
Own the transition operating model including capacity planning, vendor strategy, and handoff into Advisor Success.
Confirm and operationalize channel deployment across recruiting, agent-to-advisor conversion, and partner-channel motions.
Serve as a senior representative of Integrity Wealth to advisors evaluating affiliations.
Deliver against recruited client assets, recruiting cycle time, win rate, CAC, and asset ramp targets.

Skills

Recruiting Cycle Management

Territory Design

Quota Setting

Playbook Development

Capacity Planning

Vendor Strategy

Market Coverage Strategy

Client Asset Target Achievement

Account Transfer Mechanics

Payout Structures

Leadership

Strategic Thinking

Communication

Team Development

Negotiation

Education

Bachelor's degree

MBA or Equivalent Advanced Degree

Job description

Own New Store Sales end to end, from prospect pipeline through recruiting close and 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 to compress cycle times, sustain top-quartile win rates, and maintain acquisition cost discipline

Own the transition operating model, including capacity planning, vendor strategy, and handoff into Advisor Success

Confirm and operationalize channel deployment across external recruiting, agent-to-advisor conversion, and partner-channel motions

Serve as a senior representative of Integrity Wealth to advisors evaluating their next affiliation

Deliver against recruited client assets, recruiting cycle time, win rate, customer acquisition cost, and asset ramp targets

Requirements

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, including hiring, territory design, quota setting, and playbook development
Working fluency in advisor transition mechanics and command of independent-channel economics, including account transfer and repapering, payout structures, transition capital, and acquisition cost discipline
Bachelor's degree required
MBA or equivalent advanced degree preferred

Core Competencies

Demonstrates extensive expertise in wealth management distribution, focusing on advisor recruiting, business development, and operationalizing channel strategies. Proven ability to lead teams, manage recruiting cycles, and achieve client asset targets.

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