Manager, Operations Support - Integrated Channel

Carson Wealth; Omaha (NE); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

Paid time off / leave

Job summary

Carson Wealth, based in Omaha, NE, seeks a Manager to lead daily operations and a high-performing team. You will drive account opening and maintenance, balance workloads, and resolve complex issues to ensure a consistent advisor and client experience.

The role requires a Bachelor’s degree and 5+ years in financial services ops, plus 2+ years of supervision. Proficiency in MS Office, Orion, and Salesforce is preferred, with a strong focus on accuracy and process improvement.

Qualifications

• Bachelor’s degree in business administration, accounting, finance, or related field or equivalent experience.
• Minimum of five years of progressive financial services operations experience (account opening and maintenance).
• Minimum of two years of supervisory or team leadership experience.
• Strong knowledge of custodial processes and account documentation in a financial advisory environment.
• Ability to manage team performance, balance priorities, and maintain service quality.
• Strong communication, relationship management, and problem-solving skills.
• Strong analytical skills and attention to detail.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Experience with Orion and Salesforce preferred.

Responsibilities

• Lead daily operations and team performance for account opening and maintenance.
• Oversee workload, staff development, and process improvements.
• Serve as escalation point for complex account issues and delays.
• Monitor accuracy, documentation, and adherence to policies and standards.
• Identify risks, implement corrective actions, and escalate concerns.
• Develop training materials and operational documentation.
• Establish and monitor service expectations, reporting, and metrics.

Skills

Leadership

Operations management

Process improvement

Quality assurance

Communication

Analytical skills

MS Office proficiency

Orion

Salesforce

Education

Bachelor’s degree in business administration, accounting, finance, or related field

Tools

Orion

Salesforce

Microsoft Word/Excel/Outlook

Job description

Manager, Operations Support - Integrated Channel

Locations

Omaha, NE 68154, USA

• On-site
• Carson Group Operations
• Full-Time

Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Lead daily operations and team performance for account opening and maintenance, ensuring accurate processing and timely, high-quality service to advisors and relationship managers. Manage workload, develop team members, resolve complex issues, and improve processes to support a consistent advisor and client experience.

• Team Leadership & Development: Manage, coach, and develop team members through clear expectations, regular feedback, and performance management. Oversee hiring, onboarding, training, and cross-training to strengthen expertise and maintain service coverage.
• Operations & Workflow Management: Oversee account opening and maintenance activities, assign work, and balance priorities based on volume, complexity, and deadlines. Monitor outstanding requests and projects to ensure timely completion and consistent service quality.
• Service & Escalation Management: Serve as the management escalation point for complex account issues, processing delays, and service concerns. Partner with advisors, relationship managers, custodians, and internal stakeholders to resolve issues and coordinate follow-up.
• Quality & Compliance: Monitor processing accuracy, documentation, and adherence to company policies, custodian requirements, and applicable industry standards. Identify recurring errors and operational risks, implement corrective actions, and ***escalate concerns to appropriate partners***.
• Process Improvement & Training: Maintain consistent procedures and oversee the development of training materials and operational documentation. Identify opportunities to simplify workflows, improve system use, reduce errors, and increase team capacity.
• Performance & Reporting: Establish and monitor service expectations, turnaround times, productivity, and quality measures. Communicate results, workload trends, staffing needs, and improvement recommendations to leadership.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in business administration, accounting, finance, or a related field, or equivalent relevant experience preferred.
• Minimum of five years of progressive financial services operations experience, including account opening, account maintenance, and custodian coordination required.
• Minimum of two years of supervisory or team leadership experience, including coaching, training, and managing workflow required.
• Strong knowledge of custodial processes, account documentation, and operational requirements within a financial advisory environment required.
• Ability to manage team performance, balance competing priorities, and maintain service quality in a high-volume environment required.
• Strong communication, relationship management, and problem-solving skills, including the ability to resolve complex service issues required.
• Strong analytical skills and attention to detail, with the ability to evaluate operational results and implement process improvements required.
• Proficiency with Microsoft Word, Excel, and Outlook required.
• Experience with advisor technology platforms such as Orion and Salesforce preferred.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $80,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.