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 recent processes and changes- Communicate clearly with partner offices to ensure clarityRequirements:- 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 mindsetShape the future of Advisor Support at The firm, focusing on operational excellence and advisor satisfaction.#J-18808-Ljbffr