Integrity Wealth-Head of Advisor Field Management
Integrity Marketing Group•Dallas, TX
•Onsite
About The Position
The Head of Advisor Field Management is a senior leadership role responsible for driving organic growth and advisor retention across the existing platform. This leader will oversee field engagement, practice development, and delivery of value-add services that increase advisor productivity and deepen platform adoption. This is a highly visible, field-facing role focused on building strong advisor relationships while scaling a disciplined, data-driven field management program.
Requirements
- 15+ years of experience in advisor-facing leadership (field management, practice development, or relationship management) within a broker-dealer, RIA, or wealth platform
- Proven track record driving measurable growth and advisor retention in large-scale advisory businesses
- Deep understanding of independent advisor economics, including fee-based and commission models
- Experience building and leading high-performing field management teams
- Strong executive presence with the ability to influence senior advisors and stakeholders
- Required licenses: Series 7, 24, and 66 (or equivalent)
- Bachelor’s degree required
- Willingness to travel extensively
Nice To Haves
- advanced degree preferred
Responsibilities
- Lead advisor engagement strategy to drive organic growth and retention across the platform
- Build and scale a field management organization supporting enterprise, growth, and emerging advisors
- Deliver structured value-add services, including practice consulting, succession planning, cross-sell strategies, and technology adoption
- Partner with executive leadership across recruiting, technology, and solutions teams to enhance advisor experience and platform adoption
- Establish disciplined engagement cadence, including business reviews, practice planning, and performance monitoring
- Drive key initiatives including fee-based conversion, cross-sell expansion, and advisor productivity improvements
- Develop feedback mechanisms (e.g., advisor surveys) to inform continuous improvement and retention strategy
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
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What This Job Offers
Job Type
Full-time
Career Level
Senior
