Transitions & Integrations Project Manager

Integrity•Des Moines, IA

About The Position

Integrity Wealth is seeking Transition Project Leaders to project-manage individual advisor transitions onto the platform. Each leader owns a concurrent portfolio of advisor moves end to end — readiness planning, day-one execution, account transfer coordination, issue resolution, and advisor training — serving as the advisor's single accountable partner through the most critical weeks of their affiliation.

Requirements

Five or more years in advisor transitions, brokerage operations, or wealth management project management.
Has personally project-managed advisor moves end to end, not solely supported them.
Strong command of account transfer mechanics and exception resolution.
Able to carry a concurrent portfolio of transitions under firm deadlines with competing priorities.
Client-facing polish sufficient to be the advisor's primary point of contact during a high-stress period.
Bachelor's degree required.

Responsibilities

Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
Run prioritized transfer batches with daily ramp tracking.
Manage the exception queue and ramp-risk flags in real time.
Train advisors to platform self-sufficiency across customer relationship management, reporting, and custodial systems.
Direct matrixed service, operations, and vendor resources assigned to each transition.