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Director of Advisor Transitions & Onboarding Excellence

L7

integrityAustin, TXtoday
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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Apply now (opens in a new tab)

Level

ManagerL7

Location

Austin, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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