Vice President, Advisor & Transitions

## Vice President, Advisor Growth & Transitions Apply:
Dallas, TX:
Des Moines, IA:
Full time:
Posted Today:
JR4725

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.