Advisor Transitions Project Lead – Wealth Platform
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Integrity Wealth, headquartered in Dallas, TX, seeks Transition Project Leaders to manage advisor moves from discovery to handoff. You will own concurrent portfolios, coordinate readiness, account transfers, and training, serving as the primary point of contact during critical weeks of affiliation.
The role requires five+ years in advisor transitions or wealth operations and a Bachelor's degree, with a focus on client-facing professionalism and cross-functional collaboration.
For the Advisor Transitions Project Lead – Wealth Platform position at Integrity Marketing Group, we are reviewing applications now.
Our organisation is growing, and we are hiring a Advisor Transitions Project Lead – Wealth Platform in Dallas, TX, United States.
This role is for the Advisor Transitions Project Lead – Wealth Platform role at Integrity Marketing Group.
We are seeking a motivated Advisor Transitions Project Lead – Wealth Platform to join Integrity Marketing Group in Dallas, TX, United States.
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