Integrity Wealth-Head of Advisor Field Management

Position Overview The Head of Advisor Field Management is a senior leadership role responsible for driving organic growth and advisor retention across the existing platform. This leader will oversee field engagement, practice development, and delivery of value‑add services that increase advisor productivity and deepen platform adoption. This is a highly visible, field‑facing role focused on building strong advisor relationships while scaling a disciplined, data‑driven field management program. Key Responsibilities Lead advisor engagement strategy to drive organic growth and retention across the platform. Build and scale a field management organization supporting enterprise, growth, and emerging advisors. Deliver structured value‑add services, including practice consulting, succession planning, cross‑sell strategies, and technology adoption. Partner with executive leadership across recruiting, technology, and solutions teams to enhance advisor experience and platform adoption. Establish disciplined engagement cadence, including business reviews, practice planning, and performance monitoring. Drive key initiatives including fee‑based conversion, cross‑sell expansion, and advisor productivity improvements. Develop feedback mechanisms (e.g., advisor surveys) to inform continuous improvement and retention strategy. Qualifications 15+ years of experience in advisor‑facing leadership (field management, practice development, or relationship management) within a broker‑dealer, RIA, or wealth platform. Proven track record driving measurable growth and advisor retention in large‑scale advisory businesses. Deep understanding of independent advisor economics, including fee‑based and commission models. Experience building and leading high‑performing field management teams. Strong executive presence with the ability to influence senior advisors and stakeholders. Required licenses: Series7,24, and66 (or equivalent). Bachelor’s degree required; advanced degree preferred. Willingness to travel extensively. Key Success Measures Organic growth and increased advisor productivity across the platform. High advisor retention and engagement. Adoption of value‑add services and platform capabilities. Expansion of fee‑based assets and cross‑sell activity. Strong client and advisor experience metrics. 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. #J-18808-Ljbffr Insurance Administrative Solutions, L.l.c.