Integrity
Integrity Wealth is seeking a Senior Director of Advisor Success to serve as the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors. This leader will deliver practice development consulting, manage the firm's value-add service model, and oversee early-warning retention management to drive same-store growth. The role involves operating an advisor risk-scoring system, conducting quarterly business reviews, and supporting the recruiting organization.
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.
13% above the average for this role
Wealth Path Wealth Advisor
Mercer Advisors
Managing Director, Advisory Leadership Team
Focus Partners Wealth
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
JPMorganChase
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
JPMorganChase
Vice President, Investment Product Specialist
JPMorganChase
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
JPMorganChase