VP, Advisor Experience & Growth Platform

Integrity

West Des Moines (IA)

On-site

USD 180,000 - 260,000

Full time

11 days ago

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Job summary

Integrity Wealth is seeking a VP, 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.

This role suits a leader of leaders who can convert service quality into measurable growth at scale, partnering with Growth,

Qualifications

  • Fifteen or more years in wealth management with accountability for advisor experience or leadership on a large platform.
  • Proven track record of driving same-store growth and asset retention at scale.
  • Experience designing segmented service models with retention and growth results.
  • Fluency in platform economics: advisory conversion, fee-based revenue, product shelf, and tech adoption.
  • Bachelor's degree required; MBA or equivalent advanced degree preferred.

Responsibilities

  • Own same-store growth, retention, and return on assets end to end across the advisor book.
  • Lead the advisor success pods, solutions bench, and technology consulting; design pod coverage and ratios.
  • Operate the retention system with risk scoring and intervention plays for at-risk books.
  • Own the advisor experience standard from transition to steady state with analytics and reporting.
  • Partner with Growth, and with investment/product leadership on shelf strategy and advisor input.

Skills

Wealth management leadership
Advisor experience
Practice management
Field leadership

Education

Bachelor's degree
MBA or advanced degree preferred

Job description

Integrity Wealth is seeking a VP, 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.

This role suits a leader of leaders who can convert service quality into measurable growth at scale, partnering with Growth,

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