Wealth Tech Platform Consultant - Drive Advisor Adoption

Integrity; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

Integrity Wealth in Dallas, TX is seeking Platforms Consultants to drive advisor adoption and fluency across the firm’s technology stack—from CRM to portfolio management, custodial platforms, and AI-enabled tools.

You will deliver hands-on coaching to producing advisors, run technology demonstrations for prospects, and lead platform-proficiency training during transitions, turning provisioned systems into utilized ones.

Qualifications

• 7+ years in wealth management technology enablement or advisor training.
• Fluency across CRM, portfolio management, custodial, and AI-enabled tools.
• Record of driving measurable utilization lift.
• Lead credible live demonstrations for prospective advisors.
• Bachelor's degree required.

Responsibilities

• Deliver continuous technology-stack utilization coaching across assigned advisor books.
• Run technology demonstrations and sandbox sessions for prospective advisors in recruiting.
• Own platform-proficiency training in every transition so advisors reach self-sufficiency on core systems.
• Support affiliation-platform changes friction-free.
• Surface utilization gaps as coaching and retention signals to the owning Advisor Success Leader.

Skills

Tech enablement

Platform consulting

Advisor training

Live demos

Education

Bachelor's degree

Tools

CRM tools

Portfolio management

Custodial platforms

AI-enabled tools

Job description

Integrity Wealth in Dallas, TX is seeking Platforms Consultants to drive advisor adoption and fluency across the firm’s technology stack—from CRM to portfolio management, custodial platforms, and AI-enabled tools.

You will deliver hands-on coaching to producing advisors, run technology demonstrations for prospects, and lead platform-proficiency training during transitions, turning provisioned systems into utilized ones.