Head of Advisor Transitions & Onboarding
integrity marketing groupDallas, TX
Head of Advisor Transitions & Onboarding
integrity marketing groupDallas, TXManager L7
Educational, Guidance, and Career Counselors and AdvisorsEducation Administrators, All OtherInstructional Coordinators
Other Management Consulting ServicesAdministrative Management and General Management Consulting ServicesOther Scientific and Technical Consulting Services
APPLY NOWIntegrity, LLC, headquartered in Dallas, TX, seeks a Senior Director, Advisor Transition to drive end-to-end advisor on-boarding and book transfers onto the platform. You will own readiness, execution, exceptions, and platform adoption to ensure a white-glove experience.
You will lead a 17-person organization across the Transition Center of Excellence, project leadership, and shared services to accelerate production for newly recruited advisors.
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Level
Manager L7
Location
Dallas, TX
Occupation
Educational, Guidance, and Career Counselors and Advisors
Industry
Other Management Consulting Services
Posted
2 days ago