Integrity Marketing Group

Vice President, Advisor Success & Solutions

Integrity Marketing Group$180K — $220K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of experience in wealth management with a focus on advisor experience or field leadership.
  • Proven track record of driving measurable same-store growth and high asset retention rates.
  • Experience in designing and implementing a segmented service model with successful growth metrics.
  • Strong knowledge of platform economics including advisory conversion and fee-based revenue.
  • Bachelor's degree required; an MBA or equivalent advanced degree preferred.

Responsibilities

  • Own all aspects of same-store growth, advisor retention, and return on assets.
  • Lead and manage the pod-based advisor success team and solutions consulting bench.
  • Oversee the retention system, including risk scoring and intervention strategies.
  • Manage the advisor experience standards from handoff through to ongoing service.
  • Collaborate with the Head of Growth to enhance service relationships and drive recruitment.

Benefits

  • Opportunity to lead a high-impact team in a $55 billion wealth management platform.
  • Engagement with over 1,100 advisors across a broad geographical scope.
  • Role focused on measurable growth and long-term success metrics.
  • Potential for significant influence on service quality and advisor satisfaction.
Full Job Description

POS ITION SUMMARY
Integrity Wealth is seeking a VP, Advisor Success & Solutions to lead the advisor experience organization for a $55 billion platform serving more than 1,100 advisors. This executive owns same-store growth, retention, and return on assets — running a three-pod advisor success model, the solutions bench, and the retention system that protects every recruited dollar. The role suits a leader of leaders who can convert service quality into measurable growth at scale.

KEY RESPONSIBILITIES
• Own same-store growth, retention, and return on assets end to end — the defend-and-compound half of the growth equation.
• Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows.
• Operate the retention system — risk scoring, leading-indicator surveillance, and intervention plays on every at-risk book.
• Own the advisor experience standard from transition handoff through steady state, instrumented with reporting and analytics.
• Partner with the Head of Growth to convert service relationships into recruiting introductions and referenceable proof points, and with investment and product leadership on shelf strategy and the advisor input loop.

SUCCESS MEASURES
• Same-store revenue growth of 6% to 8% or better per pod
• Advisor retention of 95% or better; asset retention of 97% or better
• Platform return on assets of 15 to 20 basis points; fee-based penetration of 65% or better in year two
• Risk-scoring coverage across 100% of books; save rate of 60% or better on flagged relationships

REQUIRED QUALIFICATIONS
• Fifteen or more years in wealth management, with accountability for advisor experience, practice management, or field leadership on a platform of comparable scale.
• Record of delivering measurable same-store growth and asset retention across a large, geographically distributed advisor base.
• Experience designing and operating a segmented service model with demonstrated retention and organic growth results.
• Fluency in platform economics — advisory conversion, fee-based revenue, product shelf strategy, and technology adoption — as a proven leader of leaders who has built a multi-layer organization.
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

About Integrity Marketing Group

Integrity Marketing Group is the nation?s leading independent distributor of life and health insurance products focused on serving the Senior Market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have a significant presence in the Senior Market. Integrity?s platform provides a highly scalable and efficient distribution model that enables its insurance carrier partners to reach the Senior Market through its distribution network. Integrity has over 5,000 employees located in offices across the country.
Learn more about Integrity Marketing Group
Size
5,000 employees
Industry
Net Income
$50 million
Founded
2006
5 Year Trend
+50%
Revenue
$1 billion
NASDAQ

Similar Jobs

More Jobs at Integrity Marketing Group

More Finance & Insurance Jobs

Find similar Vice President, Advisor Success & Solutions jobs: