Become the Head of Advisor Support Services, overseeing critical operations and partnerships in the financial services sector. This role requires hands-on leadership to enhance operational workflows and resolve complex service issues. Your primary responsibility will involve managing relationships with partner offices following their integration, ensuring a seamless transition to daily operations. Focus on building trust with advisors while executing strategies for continuous operational improvement within The firm. Key Responsibilities: • Maintain post-integration relationships with partner offices • Address custodian and operational inquiries comprehensively • Build workflows to address recurring issues effectively • Support teams in adapting to new processes and changes • Communicate clearly with partner offices to ensure clarity Requirements: • 5-10+ years in wealth management or partner support • Strong operational knowledge of account and custody workflows • Proven ability to cultivate advisor relationships • Skills in developing processes and improving scalability • Comfort in facing challenges with a solution-oriented mindset Shape the future of Advisor Support at The firm, focusing on operational excellence and advisor satisfaction. #J-18808-Ljbffr
Operational Leader for Advisor Support • Toronto, ON, Canada
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