Relationship and Operations Manager

Carson Group; Pittsburgh (Allegheny County); On-site; USD 65,000 - 81,250; Full time

Benefits offered by this job

401(k) with company contribution

PTO and Parental Leave

Short and Long-Term Disability

Holistic Wellbeing Programs

Job summary

A financial services firm is looking for an experienced candidate to provide exceptional client service and support, manage account actions, and enhance office operations. The ideal candidate should have a Bachelor’s degree, at least five years of experience in the financial industry, and proficiency in Microsoft Office. This role offers a starting salary between $65,000 - $81,250 and a comprehensive benefits package.

Qualifications

• Minimum of five years of experience in financial services or banking industry required.
• Proficiency in Microsoft Office applications is crucial.
• Knowledge of financial advisor office tools preferred.

Responsibilities

• Provide white-glove service to clients through proactive communication.
• Process new accounts, cashiering, transfers, and maintenance requests.
• Coordinate projects and ensure data integrity in records.

Skills

Research and problem-solving skills

Organizational skills

Written and verbal communication

Attention to detail

Education

Bachelor’s degree in Business Administration, Accounting, Finance, or related field

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office (Word, Access, Excel, Outlook)

Job description

Job Summary

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. In this role, you will deliver exceptional client service and support, partner with advisors, execute account actions, and coordinate projects to enhance office operations.

Responsibilities

• Client & Advisor Support: Provide white‑glove service to advisors and clients through proactive communication and relationship management; act as the primary contact for custodians to ensure smooth account processing; ensure compliance with periodic client review requirements.
• Account Administration: Process new accounts, cashiering, transfers, and maintenance requests with accuracy; take ownership of asset transfers to guarantee seamless execution; complete money movements per advisor or client requests while maintaining compliance standards.
• Data & Records Management: Maintain accurate and complete client information in databases and systems; stay current with operational updates and ensure data integrity.
• Project & Process Management: Coordinate projects by defining expectations, timelines, and deliverables; communicate project expectations clearly to team members and management; assist with developing processes and procedures to increase accuracy and streamline workflows; delegate tasks effectively and monitor progress to meet project goals.
• Training & Mentorship: Lead regular skill and competency training sessions; support mentees as a subject matter expert; encourage personal and professional growth among team members.
• Problem‑Solving & Continuous Improvement: Research and resolve operational challenges using available tools; source accurate answers, identify opportunities for improvement, and implement solutions to drive efficiency.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry required.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem‑solving skills.
• Exceptional attention to detail with curiosity and eagerness to learn.
• Ability to compile statistics and reports accurately.
• Excellent organizational, project management, and time management skills.
• Ability to manage multiple projects with precision.
• Strong written and verbal communication skills.
• Desire for continual personal and professional growth.

EEO Statement

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.

Benefits

• Starting annual base salary between $65,000 - $81,250.
• 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.
• Base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment.