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.
• Bachelor's degree required.
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
- Ten or more years of experience in wealth management operations or advisor transitions
- Direct leadership experience of an onboarding or advisor transition function
- Experience personally leading transitions of practices valued at $100 million or more
- Familiarity with multi-wave conversion planning at scale
- Deep knowledge of account transfer mechanics
- Experience with exception root-cause management
- Knowledge of account opening workflows
- Experience with document and workflow automation platforms
- Experience with customer relationship management systems
- Vendor management experience, including scaling surge capacity against variable volume
- Bachelor's 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.
