Senior Director, Advisor Transition

POS ITION SUMMARY
Integrity Wealth is seeking a Senior Director Advisor Transition to run the function that moves newly recruited advisors and their books onto the platform. This leader owns the end-to-end transition playbook pre-resignation readiness account transfer execution exception management and platform adoption and leads a 17-person organization spanning the
Transition Center of Excellence project leadership and shared services so that every advisor reaches full production quickly cleanly and with a white-glove experience.

KEY RESPONSIBILITIES
Own the multi-wave transition playbook from pre-resignation readiness through handoff to Advisor Success.
Lead and develop the transitions organization including the Transition Center of Excellence and the project leadership team.
Manage flexible vendor capacity as a surge valve against recruiting volume.
Guarantee day-one business readiness and real-time exception management on every live transition.
Continuously improve cycle times automation and the advisor transition experience.
Own capacity planning against the recruiting pipeline so transition throughput never constrains recruiting volume.

SUCCESS MEASURES
Recruited assets ramped to 50% 60% 70% 80% and 90% of book value across months one through five
Exception rate below 10%; time to first fee below 45 days
Advisor net promoter score of 70 or better by day 90
On-time handoff to Advisor Success at month five

REQUIRED QUALIFICATIONS
Ten or more years in wealth management operations or advisor transitions including direct leadership of an onboarding or transition function.
Has personally led transitions of practices in the $100 million and above range with familiarity in multi-wave conversion planning at scale.
Deep working knowledge of account transfer mechanics exception root-cause management and account opening workflow.
Experience with document and workflow automation platforms and customer relationship management systems.
Vendor management experience including scaling surge capacity against variable volume.
Bachelors degree required.

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.