Senior Director Advisor Solutions and Adoption

POS ITION SUMMARY
Integrity Wealth is seeking a Senior Director Advisor Solutions and Adoption to drive advisor adoption of the firm's platforms, products, and technology across $65 billion in client assets. Leading a four-person consulting bench, this leader owns the solutions

adoption agenda — fee-based conversion, product shelf utilization, and technology fluency — supporting both recruiting conversations and the long-term productivity of producing advisors.

KEY RESPONSIBILITIES

• Own the solutions adoption agenda: fee-based conversion, product shelf utilization, and technology fluency.

• Deploy consultants into both recruiting proof points and producing-stage adoption coaching.

• Partner with investment and product leadership on shelf strategy, the model marketplace, and advisor input loops.

• Maintain consistent adoption metrics across demonstrations, conversion, and utilization, instrumented with reporting

and analytics.

• Lead, coach, and develop the four-consultant bench and set its deployment priorities.

• Translate advisor feedback into platform and shelf roadmap input.

SUCCESS MEASURES

• Fee-based conversion of 65% or better in year two, 75% or better in year three

• Platform return on assets of 15 to 20 basis points

• Technology utilization of 60% or better per book; utilization index of 85 or better

• Cross-sell ratio of 4.0 or better products per household

REQUIRED QUALIFICATIONS

• Twelve or more years in wealth management platform, product, or investment solutions leadership.

• Record of driving measurable advisory conversion and product adoption across an advisor base.

• Working knowledge of open-architecture shelf construction, model marketplaces, alternatives, and insurance and

annuity flow.

• Fluency across customer relationship management, portfolio management, custodial, and financial planning

technology.

• Demonstrated experience leading and developing a consulting or specialist team.

• Bachelor's degree required; CFA, CIMA, or CFP designation.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

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.