VP, Advisor Success & Solutions: Growth & Retention

Integrity; Dallas (TX); On-site; USD 300,000 - 420,000; Full time

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 and collaborate with Growth,

Qualifications

• Fifteen or more years in wealth management with advisor experience or field leadership on a large platform.
• Proven track record of same-store growth and asset retention across a distributed advisor base.
• Experience designing and operating a segmented service model with retention and 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 - the defend-and-compound half of the growth equation.
• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows.
• 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, and with investment and product leadership on shelf strategy and the advisor input loop.

Skills

Wealth management

Advisor experience

Leadership

Analytics

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 and collaborate with Growth,