Advisor Support Manager
Core
Central point of contact for day-to-day support and operational needs for strategic RIA firms, building trusted relationships and driving resolution across cross-functional teams.
Role type
Senior client-facing service relationship manager
Builds
Service relationships and operational support for wealth management firms
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Emotional intelligence, conflict resolution, cross-functional influence, strategic thinking, complex problem solving, stakeholder management, relationship building, prioritization, clear communication
Preferred skills
Curiosity about advisory businesses, coachability, self-awareness, ability to deliver difficult messages
Technologies
None stated
Responsibilities
Serve as central partner for assigned RIA firms, build trusted relationships with firm leadership and operations teams, align cross-functional partners to resolve complex issues, synthesize advisor feedback into prioritized insights for internal teams, anticipate risks and surface opportunities for improvement
Seniority
Senior, hands-on IC