Head of Advisor Growth & Transitions
Integrity
Head of Advisor Growth & Transitions
Integrity
Life and health insurance distribution network
POS 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 cohort
REQUIRED 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.
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.
Integrity Marketing Group builds and supports a large network of life and health insurance agents and agencies by acquiring or partnering with independent marketing organizations (IMOs) across the United States. It distributes a wide range of life and health insurance products, plus retirement solutions, with a focus on serving the senior market. Its core product is a proprietary platform that provides marketing support, data analytics, and technology tools to help its partner network operate more efficiently and grow sales. Revenue comes mainly from commissions on policies sold through its network. Compared with competitors, Integrity combines a scalable agent-network model with an integrated technology and marketing platform, allowing partners to access resources, analytics, and support at scale. The company’s goal is to help its partners expand their business, increase sales to the expanding senior population, and grow its footprint through strategic partnerships and acquisitions.
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