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
• Robust 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.
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📌 Operational Leader for Advisor Support (Toronto)
🏢 TDS Personnel
📍 Toronto