Top Tech Jobs & Startup Jobs in Austin, TX

Leads advisor experience for a $55 billion wealth platform, owning advisor retention, same-store growth, return on assets, and technology adoption. Oversees advisor success pods, solutions consulting, service segmentation, risk scoring, retention interventions, and advisor experience analytics. Partners with growth, investment, and product leaders to generate recruiting referrals, improve shelf strategy, and strengthen advisor relationships. Manages a large, distributed organization and is accountable for measurable growth, retention, and asset outcomes.

Advises prospective and producing wealth advisors on investment product selection, advisory conversion, alternatives, annuities, insurance, and product mix. Runs competitive shelf comparisons, supports product governance and shelf reviews, channels advisor feedback into strategy, develops product playbooks, and ensures product mapping during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely mapping delivery.

Entry-level management trainee rotating through life insurance, annuities, wealth management, marketing, sales, case management, finance, underwriting, and operations. The associate completes department projects, supports client and advisor relationships, conducts research, analyzes business information, and provides administrative support. The program includes mentorship, industry training, local firm visits, and company-sponsored life insurance and securities licensing.

Leads advisor success for a portfolio of approximately 250 producing wealth advisors and $15–$25 billion in client assets. Owns growth, retention, practice development consulting, quarterly business reviews, succession planning, cross-selling, technology coaching, fee conversion, and recruiting introductions. Operates risk-scoring and early-warning retention processes, leads interventions and save conversations, and manages advisor service adoption, asset retention, growth, and satisfaction metrics.

Leads the end-to-end transition of newly recruited advisors and their books onto the wealth management platform. Oversees a 17-person organization, transition playbooks, account transfers, exception management, platform adoption, vendor capacity, readiness, capacity planning, and handoffs to Advisor Success. The role is accountable for improving transition speed, automation, advisor experience, asset ramp, exception rates, and time to first fee.

Executive leader responsible for advisor recruiting, new store sales, business development, and advisor transitions across a $55 billion wealth platform. Builds and leads the business development organization, develops recruiting strategy and market coverage, manages transition operations and vendors, and drives recruited asset growth, win rates, acquisition cost discipline, and ramp-to-production performance.

The Regional Sales Director builds and expands health insurance agency partnerships across an assigned region. Responsibilities include identifying target agencies, developing trusted relationships with owners and industry leaders, presenting Integrity’s partnership value, influencing prospects through decisions, evaluating strategic fit, collaborating with internal teams, and facilitating partner handoffs. The role is field-based and requires regular regional travel, strong knowledge of health insurance distribution, and demonstrated success generating business through relationship-driven sales.