Head of Advisor Support
Offre publique gérée par TDS Personnel. Vous pouvez postuler directement sur RBB sans créer de compte, ou consulter l’offre d’origine.
- Agence de recrutement :
- TDS Personnel
- Recruteur :
- Leah Steinberg (l.steinberg@tdspersonnel.com)
- Lieu
- Non divulgué
- Mode de travail
- Non divulgué
- Type d'emploi
- Permanent
- Niveau d'expérience
- Non divulgué
- Département
- Non divulgué
- Fonction
- Non divulgué
- Secteur
- Financial services
- Publié le
- 2026-10-05
Description du poste
Role overview: TDS Personnel is recruiting a Head of Advisor Support Services for a financial-services client. This is a foundational role within a broader Advisory Services function, owning the post-integration operational relationship with partner advisory offices.
Responsibilities include advisor and partner support, custodian coordination, account-opening and transfer issue resolution, documentation, workflow design, escalation management and development of a scalable Advisor Support model. The role is hands-on and includes direct operational problem solving.
The posting seeks roughly 5–10+ years in wealth-management operations, advisor support, client service, custodial operations or partner-office support. Strong knowledge of account opening, transfers, documentation and custodian workflows is expected, along with relationship skills, judgment and comfort building structure in an evolving environment.
Public compensation: 130–135k. Application contact explicitly listed by TDS: Leah (l.steinberg@tdspersonnel.com).
Autres postes chez cet employeur
Offre publique gérée par TDS Personnel. RBB reçoit les candidatures directes afin qu’elles puissent être transmises au recruteur ou à l’agence responsable du poste. Offre d'origine