Head of Advisor Support

Our client within financial services requires a Head of Advisor Support Services to join their team. The Head of Advisor Support Services is a foundational role within the broader Advisory Services function. This role owns the ongoing operational relationship with partner advisory offices after they have moved through integration and are transitioning into steady-state operations.

This is broader than a traditional client service role. The mandate includes advisor and partner support, operational issue resolution, custodian coordination, workflow development, escalation management, and the early build-out of a scalable Advisor Support model for The firm.

The successful candidate must be comfortable operating without a fully built playbook, while also being hands‑on enough to work directly in the issues, workflows, and partner office needs that arise day to day.

• Own the post-integration operational relationship with partner offices once they are substantially transitioned.
• Act as the primary operational landing point for advisors and teams after handoff from the Integration function.
• Resolve service, custodian, account opening, transfer, and documentation issues end to end wherever possible.
• Build trust with partner offices by providing calm, clear, practical support during and after operational change.
• Identify recurring issues and begin building repeatable workflows, standards, and escalation pathways.
• Help define what the future Advisory Services function should become as The firm scales.

• Serve as the primary operational contact for partner offices post-integration.
• Build strong working relationships with advisors, associates, and office teams.
• Maintain visibility into partner office pain points, recurring questions, and workflow friction.
• Support partner teams through change with a steady, service-minded approach.

• Support advisors and their teams with day-to-day operational questions and service needs.
• Help partner offices navigate processes, systems, custodial requirements, and internal resources.
• Provide practical coaching and direction where teams need support adopting new workflows.
• Escalate thoughtfully when required, while maintaining accountability for follow-through.

• Act as a key liaison with custodians on account opening, transfers, account maintenance, money movement, and servicing matters.
• Understand custodian processes well enough to troubleshoot issues and reduce back-and-forth.
• Track, follow up, and close operational issues in a timely and organized way.
• Partner with internal teams to ensure issues are resolved cleanly and communicated clearly.

• Work directly in core workflows as needed, including account opening, documentation, transfers, follow-ups, and service requests.
• Maintain a strong service orientation while balancing accuracy, compliance, and urgency.
• Ensure partner offices receive clear updates and do not have to chase multiple internal contacts for answers.
• Support initial stabilization after integration and help reduce operational noise over time.

• Identify patterns, bottlenecks, and recurring service issues across partner offices.
• Create and improve workflows, templates, checklists, and best practices.
• Contribute to the design of a scalable Advisor Support model as The firm grows.
• Help define future roles, service standards, and escalation paths within Advisory Services.

• Experience: 5-10+ years in wealth management operations, advisor support, client service, custodial operations, or partner office support.
• Operational depth: Strong understanding of account opening,…