Advisor Solutions Manager

Advisor Services Manager
Location: Remote with some travel to the Mid South quarterly
Our client is a growing, advisor-focused wealth management firm looking for a Manager of Advisor Services to lead a high-performing service and operations team supporting 100+ financial advisors.
Position Summary
The Manager of Advisor Services leads a service and operations team supporting a large advisor base. This role acts as a strategic operational partner to advisor firms — driving exceptional service delivery, efficient execution of operational processes, and strong relationships with advisors, custodians, and technology partners.
The ideal candidate combines leadership experience, operational expertise, and a client-focused mindset to drive service excellence and continuous improvement.
Key Responsibilities
Lead and develop the advisor services team, driving accountability, service excellence, and continuous improvement in efficiency and scalability
Serve as the primary relationship manager for advisor firms, resolving complex service issues and building trusted, proactive partnerships
Oversee core advisor solutions activities (account opening/maintenance, transfers, cashiering, securities processing, closures) in line with procedures and regulatory requirements
Act as subject matter expert on custodial platforms and operational best practices, educating advisors and staff on procedures, technology, and service capabilities
Help advisors navigate internal departments (Trading, Technology, Data Services, Compliance, Business Development)
Serve as liaison to custodians and technology partners, resolving issues and driving service improvements
Qualifications
5+ years in financial services operations, advisor support, or client service — RIA experience strongly preferred
Demonstrated leadership/team management experience, including coaching and performance management
Strong working knowledge of major custodial platforms (Fidelity, Charles Schwab)
Exceptional client service, relationship management, and problem-solving skills
Excellent verbal, written, and interpersonal communication skills
Ability to manage multiple priorities in a fast-paced environment
Ability to travel occasionally to the home office and advisor events
Sound like you? Let's connect!

Work arrangement
No