Head of Advisor Support Services
Job Description & How to Apply Below
Join The firm as the Head of Advisor Support Services, focusing on operational excellence within financial advisory. Manage advisor relationships and resolve service issues effectively in a post‑integration environment.
In this key role, you will interface directly with partner offices, ensuring smooth transitions and ongoing support after integration. Your hands‑on approach will help identify recurring operational challenges while building essential workflows that scale with The firm’s growth.
Key Responsibilities- Act as primary contact for post‑integration partner offices
- Resolve service and custodial issues efficiently
- Foster solid relationships with advisors and staff
- Identify and streamline ongoing service challenges
- Guide teams through operational changes with clarity
- 5‑10+ years in client service or advisor support
- Deep understanding of custody processes and workflows
- Expertise in managing advisor relationships
- Capacity to create structure in operational settings
- Proven judgment in escalation and problem‑solving
Lead the evolution of Advisor Support Services while enhancing advisor experience at The firm.
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