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.

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