VP, Advisor Experience & Growth Solutions

Integrity; Des Moines (IA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Competitive compensation package

Benefits package

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 growth, retention and ROA across a three-pod model and the retention system that protects every recruited dollar.

The role requires a proven leader who can scale service quality into measurable growth, partner with growth, investment and product leadership, and motivate leaders across a multi-layer organization.

Qualifications

• Fifteen or more years in wealth management with accountability for advisor experience.
• Record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base.
• Experience designing and operating a segmented service model with retention and growth results.

Responsibilities

• Own same-store growth, retention, and return on assets end to end.
• Lead the pod-based advisor success model and the solutions bench; set pod coverage design and ratios.
• Operate the retention system with risk scoring, surveillance, and intervention plays.
• Own the advisor experience standard from transition handoff through steady state with analytics.
• Partner with Growth, investment, and product leadership on strategy and advisor input.

Skills

Advisor experience

Platform leadership

Growth strategy

Retention programs

Team leadership

Education

Bachelor's degree

MBA or equivalent

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 growth, retention and ROA across a three-pod model and the retention system that protects every recruited dollar.

The role requires a proven leader who can scale service quality into measurable growth, partner with growth, investment and product leadership, and motivate leaders across a multi-layer organization.