Transitions & Integrations Project Manager

POSITION 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 advisors single accountable partner through the most critical weeks of their affiliation.

KEY 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.

SUCCESS MEASURES
Per-advisor asset ramp milestones of 50% 60% 70% 80% and 90% across months one through five
Playbook on-time task completion of 95% or better
Top-20 clients contacted within 72 hours 100% of the time
Exception rate below 10%; advisor net promoter score of 70 or better by day 90 per transition

REQUIRED QUALIFICATIONS
Five or more years in advisor transitions brokerage operations or wealth management project management.
Has personally project-managed advisor moves end to end not solely supported them.
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 advisors primary point of contact during a high-stress period.
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.