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 current processes and changes
- Communicate clearly with partner offices to ensure clarityRequirements:
- 5-10+ years in wealth management or partner support
- Strong operational knowledge of

📌 Operational Leader For Advisor Support (Toronto)
🏢 TDS Personnel
📍 Toronto