Location
toronto, on, Canada
Posted
July 04, 2026
Job Description
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
• Stro...
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
• Stro...