VP, Advisor Growth & Transitions — Scale Top Advisor Platform

Integrity; Austin (TX); On-site; USD 250,000 - 400,000; Full time

Job summary

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

This executive owns New Store Sales end to end: building and leading the business development team, implementing a disciplined recruiting playbook, and managing transitions for newly affiliated advisors.

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.

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 practitioner.
• 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.

Skills

Advisor recruiting

Wealth management

Independent channel economics

Team building

Business development

Education

Bachelor's degree

MBA or advanced degree preferred

Job description

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

This executive owns New Store Sales end to end: building and leading the business development team, implementing a disciplined recruiting playbook, and managing transitions for newly affiliated advisors.