Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Vice President, Advisor Growth & Transitions

Integrity

## 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Vice President, Advisor Growth & Transitions in Dallas, TX vacancy
  •  ...SUMMARYIntegrity Wealth is seeking a VP, Advisor Success & Solutions to lead the advisor...  ...advisors. This executive owns same-store growth, retention, and return on assets —...  ...Own the advisor experience standard from transition handoff through steady state, instrumented... 
    Suggested
    Local area

    Integrity Marketing Group

    Dallas, TX
    4 days ago
  •  ...Integrity Marketing Group seeks a VP, Advisor Success & Solutions to lead the advisor experience for a $55B platform serving more than 1,100 advisors. This executive owns growth, retention and ROA across a three-pod model, the solutions bench, and the retention system... 
    Suggested

    Jobleads-US

    Dallas, TX
    4 days ago
  •  ...end marketing and experience solutions. We are seeking a VP of Growth to lead our Go-To-Market (GTM) engine into 2026 and beyond. This...  ...-quality delivery Spinutech is known for, creating a seamless transition from "prospect" to "client success". 3. Enterprise Revenue... 
    Suggested
    Shift work

    SPINUTECH LLC

    Dallas, TX
    1 day ago
  • ## Senior Director, Advisor TransitionApply: Dallas, TX: Des Moines, IA: Full time: Posted...  ...is seeking a Senior Director, Advisor Transition to run the function that moves newly recruited...  ...Joining us means being part of a hyper-growth company with tons of professional... 
    Suggested
    Full time
    Local area
    Flexible hours

    Jobleads-US

    Dallas, TX
    1 day ago
  • $175k - $225k

    Senior Vice President, Public Relations (Professional Services) Connecticut, United States; Florida...  .... This role is critical in driving growth, client success, and operational excellence...  ...client organizations, acting as a key advisor and navigating complex organizations with... 
    Suggested
    Summer holiday
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Highwire

    Dallas, TX
    2 days ago
  •  ...Regional Vice President, Operations and Growth About the Company Nationally recognized provider of top-notch technical services Industry Consumer Services Type Privately Held About the Role The Company is seeking a Regional Vice President of Operations... 

    Confidential

    Dallas, TX
    20 hours ago
  •  ...Regional Vice President, Operations & Strategic Growth About the Company Established engineering consulting firm serving the architecture, engineering, and construction industry Industry Civil Engineering Type Privately Held About the Role The Company... 

    Confidential

    Dallas, TX
    20 hours ago
  •  ...CorVel is seeking a Vice President of Claims to lead strategy, staff development and revenue growth across the claims operation. This role focuses on quality, customer satisfaction and retention while driving operational improvements and supporting sales initiatives.... 
    Remote job

    Jobleads-US

    Syracuse, NY
    2 days ago
  • A private equity investment firm seeks a Vice President of Compliance to oversee regulatory compliance and build a best-in-class compliance infrastructure. The role requires 5+ years of compliance experience, including working directly with the SEC. The ideal candidate... 

    Tyree and D'Angelo Partners

    Dallas, TX
    1 day ago
  •  ...a business development-minded financial advisor professional who’s ready to identify new...  ...execute strategies to meet and exceed firm growth goals Build and nurture deep...  ...Portfolio Managers to ensure a seamless transition from prospect to client Maintain a sophisticated... 
    Permanent employment

    CORDA Investment Management, LLC

    Dallas, TX
    3 days ago
  •  ...SVP of Operations while working in tandem with the P&C leadership team. This role presents an exciting opportunity for professional growth and development. Your duties will be to direct and lead the service team to build a top performing service platform with a... 
    Work at office
    3 days per week

    The Misch Group

    Dallas, TX
    1 day ago
  • $175k - $300k

     ...strategic relationships and shaping Jacobs’ presence in one of our most significant growth markets. You’ll cultivate and strengthen strategic partnerships with city and county agencies, transit and rail agencies, port authorities, and key contractors, ensuring Jacobs is... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Jacobs

    Dallas, TX
    5 days ago
  •  ...Job Description - Associate Vice Provost/Dean Admission and Financial...  ...Aid (HR Title: Associate Vice President) (DIV00000244) Job...  ...leadership team and a trusted advisor to the Vice Provost, Provost...  ...outcomes related to enrollment growth, academic quality, student community... 
    Work at office

    Southern Methodist University

    University Park, TX
    3 days ago
  • $300k

     ...organization is entering a new phase of growth and leadership development, and is...  ...The company is seeking two newly created Vice President of Operations roles, one focused on public...  ...structure as company founders transition into a board-only role, creating real day... 
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Relocation package

    Kimmel and Associates

    Dallas, TX
    1 day ago
  • Avenue5 Residential seeks a Vice President, Property Management to lead strategic direction for a multi-family portfolio and maximize client satisfaction. The role drives revenue growth, oversees budgets, and partners with sales and client services to optimize performance... 

    Avenue5 Residential

    Dallas, TX
    1 day ago
  •  ...public sector transportation in Texas. You will lead client relationships with cities, counties, transit and rail authorities, and contractors to grow Jacobs’ presence in a growth market. Role requires 15+ years in transportation infrastructure, a strong sales background,... 
    For contractors
    Remote work

    Jacobs

    Dallas, TX
    20 hours ago
  • Job-ID: 186706Category: Vice PresidentLocation:...  ...while enabling business growth. Operations partners closely...  ...Implementation Vice President, you will be engaged...  ...hyper-care and ramp, transitioning to Client Service...  ...solutioning as the trusted advisor to clients and... 
    Work at office

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...RECP’s mandate is to originate debt secured by stabilized and transitional assets across all major commercial real estate asset classes,...  ...workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Dallas, TX
    4 days ago
  • Vice President, Enterprise ApplicationsThe Vice President, Enterprise Applications is a senior...  ...with Neighborly’s business priorities, growth plans, and technology strategy. Own the...  ..., SOX compliance, or a company's transition from private to public ownership. Experience... 
    Full time
    Work at office
    Local area
    Monday to Friday

    Neighborly

    Irving, TX
    1 day ago
  • $99.25k - $166.78k

    The Vice President of Claims will execute on the strategic goals and vision of the company. This...  ...to promote the company’s overall growth. This is a remote role.ESSENTIAL FUNCTIONS...  ..., Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift

    CorVel

    Syracuse, NY
    3 days ago
  •  ...operations globally.Job DescriptionSenior Vice President of Loan Operations OverviewThe Senior...  ...scalable solutions supporting business growth and regulatory compliance.Drive...  ...governance oversight of workflows, system transitions, and issue resolution processes.Build a... 

    Green Key Resources

    Dallas, TX
    4 days ago
  • Farther is seeking a Director on our Advisor Business Development team in Dallas to build relationships with experienced financial advisors...  ..., tailor the Farther story to each practice, and partner with transitions and operations to ensure smooth #J-18808-Ljbffr MassMutual... 

    MassMutual Ventures

    Dallas, TX
    4 days ago
  •  ...advisory services to clients with $75MM to $10B in annual sales. You will collaborate with Truist Securities and other teams to deliver advisory-based solutions and drive revenue growth, portfolio quality, and risk management for large dealer clients. #J-18808-Ljbffr Truist

    Truist

    Dallas, TX
    3 days ago
  •  ...arrival and accuracy with Body Technicians. You will follow Caliber and OEM guidelines using state-of-the-art equipment. The role offers benefits from day one and opportunities for career growth within a production shop environment. #J-18808-Ljbffr Caliber Collision Centers
    Immediate start

    Caliber Collision Centers

    Dallas, TX
    4 days ago
  • John Eagle Honda of Dallas is seeking a Parts Advisor to join our busy service department. You’ll help customers, technicians, and vendors...  ...offers base pay plus commission and opportunities for career growth within Lithia & Driveway. #J-18808-Ljbffr John Eagle Honda of... 
    Base plus commission

    John Eagle Honda of Dallas

    Dallas, TX
    4 days ago
  • Allworth Financial seeks a Practice Growth Consultant to lead the evolution of how we operate, driving advisor adoption of key practice management areas through training, coaching, and behavioral change. The ideal candidate brings 10+ years in financial services and 5+... 
    Full time
    Work at office

    Allworth Financial

    Addison, TX
    20 hours ago
  • Integrity, LLC, headquartered in Dallas, TX, seeks a Senior Director, Advisor Transition to drive end-to-end advisor on-boarding and book transfers onto the platform. You will own readiness, execution, exceptions, and platform adoption to ensure a white-glove experience... 

    Integrity Marketing Group

    Dallas, TX
    4 days ago
  •  ...and OEM guidelines using our state-of-the-art equipment. Benefits include medical, dental, and vision from day one, weekly pay with overtime eligibility, paid vacation and holidays, and opportunities for career growth within a production shop. #J-18808-Ljbffr Caliber
    Weekly pay

    Caliber

    Mesquite, TX
    3 days ago
  •  ...Development Report. Position Summary The Vice President, Operational Readiness will be...  ...unit, including operational readiness, transition and activation planning. This includes...  ...as required to support the practice’s growth Review, mentor, and supervise the practice... 
    Contract work
    Work at office

    Hammes

    Dallas, TX
    4 days ago
  •  ...Job Title Vice President of Accounting (Path to CFO) Location Dallas, TX Reports...  ...position the organization for sustained growth and scalability. This individual will play...  ...with the ambition and capability to transition into the Chief Financial Officer (CFO)... 

    Leap Brands

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, Advisor Growth & Transitions. Be the first to apply!