Head Of Advisor Support (Toronto)

Head Of Advisor Support (Toronto)

10 Sep
|
TDS Personnel
|
Toronto

10 Sep

TDS Personnel

Toronto

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.MandateOwn the post-integration operational relationship with partner offices once they are substantially transitioned.Act as the primary operational landing point for advisors and teams after handoff from the Integration function.Resolve service, custodian,

📌 Head Of Advisor Support (Toronto)
🏢 TDS Personnel
📍 Toronto

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