Advisor Solutions Manager

The Well; Memphis (TN); On-site; USD 110,000 - 140,000; Full time

Job summary

The Well, a growing wealth management firm, seeks a Manager of Advisor Services to lead a service and operations team supporting 100+ financial advisors. This role partners with advisors, custodians, and technology partners to deliver service excellence and efficient processes.

You will guide account openings, transfers, and core advisor solutions, coach staff, and travel occasionally to the home office and adviser events to strengthen client relationships and overall practice operations.

Qualifications

• 5+ years in financial services operations or advisor support.
• Strong leadership and coaching experience.
• Experience with custodian platforms like Fidelity or Schwab.
• Customer-focused service mindset and problem-solving.
• Ability to travel to home office and events.

Responsibilities

• Lead and develop the advisor services team to improve efficiency.
• Serve as primary relationship manager for advisor firms.
• Oversee advisor solutions activities (account opening, transfers, cashiering, processing).
• Educate staff on custodial platforms and service capabilities.
• Coordinate with custodians and technology partners to resolve issues.

Skills

Leadership

Relationship management

Communication

Problem solving

Client service

Tools

Fidelity

Charles Schwab

Job description

Location: Must be within a 1 hour flight of Memphis, TN.

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