Top Tech Jobs & Startup Jobs

Coordinates Integrity Wealth’s advisor site visit program, including scheduling, agenda design, home office recruiting visits, field visits, shared-services delivery, and follow-through. Converts visit findings into action plans, tracks closure, and maintains engagement cadence across the advisor base. The role requires coordinating matrixed operations, service, supervision, and leadership stakeholders without direct authority, representing the firm professionally, and traveling extensively.

Leads advisor success for a portfolio of approximately 250 producing wealth advisors and $15–$25 billion in client assets. Owns growth, retention, practice development consulting, quarterly business reviews, succession planning, cross-selling, technology coaching, fee conversion, and recruiting introductions. Operates risk-scoring and early-warning retention processes, leads interventions and save conversations, and manages advisor service adoption, asset retention, growth, and satisfaction metrics.

Leads advisor experience for a $55 billion wealth platform, owning advisor retention, same-store growth, return on assets, and technology adoption. Oversees advisor success pods, solutions consulting, service segmentation, risk scoring, retention interventions, and advisor experience analytics. Partners with growth, investment, and product leaders to generate recruiting referrals, improve shelf strategy, and strengthen advisor relationships. Manages a large, distributed organization and is accountable for measurable growth, retention, and asset outcomes.

Project-manage advisor transitions onto a wealth-management platform from discovery through handoff. Responsibilities include readiness planning, day-one execution, account transfer coordination, exception resolution, client communication, advisor training, ramp tracking, and directing matrixed service, operations, and vendor resources. The role owns multiple concurrent transitions, ensures compliance and task completion, manages risks and deadlines, and serves as the advisor’s primary contact throughout the transition.

Drive advisor adoption and proficiency across CRM, portfolio management, custodial, and AI-enabled platforms. Provide ongoing coaching, conduct technology demonstrations for prospective advisors, lead platform training during transitions, resolve platform-change issues, and identify utilization gaps. Success is measured through technology adoption, CRM engagement, utilization improvement, recruiting demonstration scores, and transition resolution times.

Leads the end-to-end transition of newly recruited advisors and their books onto the wealth management platform. Oversees a 17-person organization, transition playbooks, account transfers, exception management, platform adoption, vendor capacity, readiness, capacity planning, and handoffs to Advisor Success. The role is accountable for improving transition speed, automation, advisor experience, asset ramp, exception rates, and time to first fee.

Manage agent and agency contract changes, ensure compliance documentation, track and submit contract and Book-of-Business transfers, analyze policy transfer eligibility, coordinate with internal sales and external partners, and optimize onboarding and tracking of large agency contracts.

Provides front-desk reception and general office support, including answering and routing calls, greeting guests, managing calendars, processing mail and supply orders, maintaining office spaces, completing agent relations tasks, preparing materials, and performing data entry. Requires dependable attendance, professional communication, customer service skills, basic office equipment troubleshooting, and proficiency with Microsoft Office, Outlook, Teams, and calendar tools.

Coordinate high-touch recruiting and onboarding experiences, including onsite interviews, executive searches, complex scheduling, candidate travel, interview materials, feedback collection, background checks, offers, relocation, and I-9 verification. Serve as a trusted contact for executive candidates and stakeholders while handling confidential information, resolving conflicts, and representing the organization with professionalism and discretion.

Analyzes complex business processes and workflows, documents business, functional, and technical requirements, and serves as a liaison among Operations, Quality Assurance, and technical teams. Facilitates requirements sessions, testing, approvals, training, troubleshooting, and process improvement initiatives. Independently leads low- to moderate-complexity assignments while managing changing priorities and supporting end users and IT staff.