VP, Advisor Growth & Transitions: Scale a Wealth Platform

Integrity; Dallas (TX); Hybrid; USD 350.000 - 520.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Wealth management

Advisor recruiting

Business development

Territory design

Quota setting

Playbook development

Advisor transition mechanics

Independent-channel economics

Ausbildung

Bachelor's degree

MBA or advanced degree

Jobbeschreibung

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.