Top Tech Jobs & Startup Jobs

Processes and reconciles insurance carrier commission statements, calculates and distributes payments, investigates discrepancies, monitors receivables, and maintains accurate commission records. Prepares recurring reports, supports forecasting and revenue tracking, processes adjustments and chargebacks, and coordinates with accounting, payroll, agents, and carriers. The role also maintains procedures, protects confidential financial information, and ensures compliance with agency policies, carrier agreements, and regulatory requirements.

Facilitate sales and marketing activities for long-term care insurance products, manage agent relationships and regional accounts, provide consultative case design, educate consumers and advisors, generate sales, explain product and underwriting requirements, support applications, distribute marketing materials, and maintain knowledge of products, regulations, carrier changes, and company processes.

Recruit independent financial advisors to the platform, managing relationships from qualified lead through signed agreement. Responsibilities include leading recruiting conversations, presenting platform and financial proposals, conducting home office visits and reference calls, supporting legal consultations, maintaining complete deal records, and ensuring CRM pipeline hygiene and forecast accuracy. Success is measured by recruited client assets, speed to letter of intent, win rate, acquisition cost, and pipeline conversion.

Leads the organization’s advisor compensation, commission administration, billing, and revenue operations. Oversees reconciliation and distribution of approximately $85 million in annual payments, financial controls, compliance, process optimization, technology strategy, and system implementations. Serves as the final escalation point for complex compensation and billing issues, partners with executive stakeholders, and leads the Commission & Billing Manager and broader operations team.

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.