VP, Advisor Success & Growth Solutions

Integrity

Austin (TX)

On-site

USD 200,000 - 300,000

Full time

31 hours 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.

The role suits a leader of leaders who can convert service quality into measurable growth at scale.

Qualifications

  • Fifteen+ years in wealth management with advisor experience on a large platform.
  • Track record of growth and asset retention across a geographically distributed advisor base.
  • Experience designing and operating a segmented service model with retention and organic growth results.
  • Fluency in platform economics—advisory conversion, fee-based revenue, product shelf strategy, and technology adoption.
  • Bachelor's degree required; MBA or equivalent advanced degree preferred.

Responsibilities

  • Own same-store growth, retention, and return on assets end to end.
  • Lead the pod-based advisor success model and the solutions, platform, and technology bench; set pod coverage design and advisor-to-leader ratios.
  • Operate the retention system—risk scoring, leading-indicator surveillance, and intervention plays on every at-risk book.
  • Own the advisor experience standard from transition handoff through steady state, instrumented with reporting and analytics.
  • Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points.

Skills

Leadership
Advisor experience
Growth strategy
Analytics
Cross-functional 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 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.

The role suits a leader of leaders who can convert service quality into measurable growth at scale.

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