Wealth Transitions Project Lead - End-to-End Advisor Moves

Integrity

Austin (TX)

On-site

USD 120,000 - 180,000

Full time

4 days ago

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Job summary

Integrity Wealth is seeking Transition Project Leaders to project-manage individual advisor transitions onto the platform. Each leader owns a concurrent portfolio of advisor moves end to end — readiness planning, day-one execution, account transfer coordination, issue resolution, and advisor training — serving as the advisor's single accountable partner through the most critical weeks of their affiliation.

You will own multiple transitions, plan day-one readiness, manage transfer batches,

Qualifications

Five or more years in advisor transitions, brokerage operations, or wealth management project management.
Has personally project-managed advisor moves end to end.
Strong command of account transfer mechanics and exception resolution.
Able to carry a concurrent portfolio of transitions under firm deadlines with competing priorities.
Client-facing polish sufficient to be the advisor's primary point of contact during a high-stress period.
Bachelor's degree required.

Responsibilities

Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
Run prioritized transfer batches with daily ramp tracking.
Manage the exception queue and ramp-risk flags in real time.
Train advisors to platform self-sufficiency across customer relationship management, reporting, and custodial systems.
Direct matrixed service, operations, and vendor resources assigned to each transition.