Integrity
Integrity Wealth is seeking a Senior Director, Advisor Transition to lead the end-to-end process of moving newly recruited advisors and their books onto the platform. This role involves managing a 17-person organization, optimizing transition playbooks, and ensuring rapid, clean advisor onboarding to full production. The position focuses on exception management, vendor capacity planning, and continuous improvement of the transition experience.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Integrity.
Integrity didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role