Director of Advisor Transitions & Onboarding Excellence
integrityAustin, TX
Director of Advisor Transitions & Onboarding Excellence
integrityAustin, TX
today
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceOther Management Consulting ServicesMiscellaneous Financial Investment ActivitiesAbout the role
Integrity Wealth is seeking a Senior Director, Advisor Transition to lead a 17-person function responsible for moving newly recruited advisors and their books onto the platform with a white-glove experience. The leader will own the end-to-end transition playbook, from pre-resignation readiness to platform adoption. As head of the Transition Center of Excellence, you will guide the transitions organization, manage vendor capacity for surges, ensure day-one readiness, and drive improvements in
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JOB OVERVIEW
Experience level
Manager
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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