Head of Advisory Services

Job Summary

A company is looking for a Head of Advisory Services to lead its multidisciplinary advisor platform through strategic growth.

Key Responsibilities

• Shape and scale the advisory platform across wealth, tax, and planning services
• Design team structure and performance frameworks to enable scale while maintaining service quality
• Lead cross-functional teams and drive integration efforts for new service lines or acquired teams

Key Requirements

• 15+ years in advisory services leadership or related fields with experience overseeing multi-disciplinary teams
• Proven ability to scale businesses in a roll-up context or large organizations
• Experience leading through integration of services or acquired teams
• Strong leadership skills with emotional intelligence to manage diverse teams
• Operational mindset with a passion for team-building and systems design