Managing Director, Advisor Services Group
Confidential
Managing Director, Advisor Services Group
About the Company
Leading international finance organization providing brokerage & banking services
Industry
Financial Services
Type
Public Company
Founded
1973
Employees
10,001+
Categories
- Brokers
- Finance
- Education
- Banking
- Financial Services
- Consulting & Professional Services
- B2B
- Brokerage
- Economics
- Fund Families
- Investing
- Investment Banking
- Investment Services
- Mutual Funds
- Online Trading
- Personal Finance
- Retirement
- Securities
- Wealth
Specialties
- brokerage
- banking
- financial consulting
- financial products and services
- portfolio management
- advisor services
- retirement plan services
- specialty brokerage services
- mutual fund clearing services
- and mutual fund clearing services
Business Classifications
- B2B
About the Role
The Company is seeking a Managing Director for its Advisor Services Group. This pivotal role is focused on leading the evolution of how the company serves advisors, with a strong emphasis on building a future-ready, digitally enabled, and relationship-oriented service model. The successful candidate will be responsible for advancing the service model from reactive to proactive, ensuring a differentiated advisor experience that is timely, expert, and high-quality across all service channels. Key responsibilities include leading a large, multi-site service organization, driving digital adoption, and process improvement, and shaping business strategy based on advisor feedback and operational insights. The role demands a leader with significant experience in financial services or a related, highly regulated, client-facing environment, and a proven track record of leading large, complex teams through change while maintaining strong client outcomes and business results. Applicants for the Managing Director position at the company should have a background that includes significant leadership experience in financial services, the advisor industry, or a similar client-facing, regulated environment. The role requires a leader with a strong executive presence, excellent communication skills, and the ability to influence across various functions and business partners. Experience in service transformation, digital adoption, and a deep understanding of advisor needs and the evolving advisor marketplace are highly valued. The ideal candidate will have a challenger mindset, strong emotional intelligence, and the ability to lead through change, ambiguity, and competing priorities. A Bachelor's degree or equivalent business experience is preferred, and the candidate must have or be required to obtain relevant financial industry licenses within the established timeframe.
Hiring Manager Title
Managing Director, Advisor Wealth Services
Functions
- Operations
- Strategy
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