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.

Mandate:

• Own the post-integration operational relationshi...