Vice President, Advisor Growth & Transitions
Insurance Administrative Solutions, L.l.c.
- # Vice President, Advisor Growth & TransitionsApply: Dallas, TX: Des Moines, IA: Full time: Posted Today: JR4725POS ITION SUMMARY Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and more than 1,100 advisors. This executive owns New Store Sales end to end: building and leading the business development team, operating a disciplined recruiting playbook, and running the transition function that brings newly affiliated advisors and their assets onto the platform. The mandate is a build, not a stewardship, and the successful candidate will scale a national growth engine inside one of the fastest-growing wealth platforms in the independent channel.KEY RESPONSIBILITIES • Own New Store Sales end to end — from prospect pipeline through recruiting close and the ramp of recruited assets to full production. • Build, lead, and develop the business development organization; set channel strategy, territory design, and market coverage. • Operate a disciplined recruiting playbook that compresses cycle times, sustains top quartile win rates, and holds acquisition cost discipline on every recruited practice. • Own the transition operating model — capacity planning, vendor strategy, and the handoff into Advisor Success. • Confirm and operationalize the channel-deployment model across external recruiting, agent-to-advisor conversion, and partner-channel motions. • Serve as a senior representative of the Integrity Wealth platform to advisors evaluating their next affiliation.SUCCESS MEASURES • Recruited client assets of $15 billion per year against plan • Time to letter of intent of 90 days or less; win rate of 35–40% • Customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit • Recruited assets ramped to 90% of book value by month five across the cohortREQUIRED QUALIFICATIONS • Fifteen or more years in wealth management distribution, with direct accountability for advisor recruiting results at an independent broker-dealer, RIA aggregator, or hybrid platform. • Demonstrated record of recruiting multi-billion-dollar advisor books, including practices in the $100 million to $1 billion range. • Experience building a business development organization from a small base — hiring, territory design, quota setting, and playbook development. • Working fluency in advisor transition mechanics and command of independent-channel economics: account transfer and repapering, payout structures, transition capital, and acquisition cost discipline. • Bachelor's degree required; MBA or equivalent advanced degree preferred.
- J-18808-Ljbffr Insurance Administrative Solutions, L.l.c.
Vacancy posted 2 days ago
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