POS ITION SUMMARY
Integrity Wealth is seeking a Sr. Director of 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. The role suits a leader of leaders who can convert service quality into measurable growth at scale.
KEY 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.
SUCCESS MEASURES
• Same-store revenue growth of 6% to 8% or better per pod
• Advisor retention of 95% or better; asset retention of 97% or better
• Platform return on assets of 15 to 20 basis points; fee-based penetration of 65% or better in year two
• Risk-scoring coverage across 100% of books; save rate of 60% or better on flagged relationships
REQUIRED QUALIFICATIONS
• Fifteen or more years in wealth management, with accountability for advisor experience, practice management, or field leadership on a platform of comparable scale.
• Record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base.
• Experience designing and operating a segmented service model with demonstrated retention and organic growth results.
• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.
About Integrity
Integrity is one of the nation’s 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 you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve 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. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
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 law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Skills Required
- 15 or more years of experience in wealth management
- Accountability for advisor experience, practice management, or field leadership on a platform of comparable scale
- Demonstrated record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base
- Experience designing and operating a segmented service model with retention and organic growth results
- Fluency in platform economics, including advisory conversion, fee-based revenue, product shelf strategy, and technology adoption
- Experience leading leaders and building a multi-layer organization
- Bachelor's degree
- MBA or equivalent advanced degree
Integrity Marketing Group, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Integrity Marketing Group, LLC and has not been reviewed or approved by Integrity Marketing Group, LLC.
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Equity Value & Accessibility — Employee ownership and stock purchase opportunities are highlighted as notable parts of the package, with ownership beginning on the first day for eligible employees. Feedback suggests these equity elements help differentiate total rewards for corporate staff.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is commonly available to full-time corporate employees, alongside FSAs/HSAs and mental health resources. Some accounts also point to supportive additions like an EAP.
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Retirement Support — A 401(k) plan with employer match and immediate vesting is repeatedly referenced for eligible employees. Feedback suggests these programs provide a solid financial benefits foundation.
Integrity Marketing Group, LLC Insights
What We Do
Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.
