Relationship Manager

Carson Group; Sarasota (FL); On-site; USD 65,000 - 81,250; Full time

Benefits offered by this job

Base salary between $65,000 - $81,250

Variable compensation potential (Bonus and/or commissions)

401(k) with company contribution

PTO

Health benefits

Job summary

A financial services company is seeking a Relationship Manager in Sarasota, FL. This role emphasizes providing top-tier support to clients and financial advisors, coordinating projects, and ensuring compliance with client account management. Qualified candidates should possess a bachelor's degree, strong communication skills, and familiarity with financial advising tools. Competitive compensation and benefits are offered in a collaborative work environment.

Qualifications

• 5 years of experience in the financial or banking industry preferred.
• Natural desire and curiosity to learn.
• Strong desire for continual personal and professional growth.

Responsibilities

• Provide ongoing service and support to clients.
• Coordinate projects and assist in improving office procedures.
• Prepare paperwork for maintaining client accounts.

Skills

Knowledge of Financial Advisor office tools

Microsoft Office skills

Strong research and problem-solving skills

Attention to detail

Planning and organizational skills

Project and time management skills

Excellent communication skills

Education

Bachelor’s degree in business administration, accounting, finance

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

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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 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

The role of the Relationship Manager is to provide on-going service and support to clients that exceeds expectations. This role will also support one or more Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. Coordination of projects, training, and on-going development of improved office procedures is also required. The Relationship Manager must be able to professionally manage multiple projects and will be responsible for each project’s objectives and oversee quality control. We see this role as an extension of our Advisors and want all stakeholders to take great pride in the support to our clients.

What To Expect

• Service Advisors and clients with white glove support and communication
• Maintain accurate and complete client information in the database
• Takes ownership of asset transfers to ensure seamless and timely delivery
• Works closely with Advisors to ensure compliance of periodic client reviews
• Prepare paperwork to maintain client accounts to the specifications requested by the Advisor
• Complete accurate and timely movements of assets per the request of the Advisor or client
• Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
• Effectively understand and be able to communicate project expectations to team members and management in a timely and clear fashion
• Assist in developing processes and procedures that enhance accuracy and streamline processes
• Assist in setting and continually meeting project expectations with team members and management
• Completes tasks and responsibilities to appropriate team members as needed

What You Need

• Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, Salesforce, etc.) preferred.
• Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
• Strong desire for research and problem solving
• Unwavering attention to details
• Natural desire and curiosity to learn
• Ability to compile statistics and reports
• Exceptional planning and organizational skills
• Project and time management skills
• Manage multiple projects with precision and pride
• Excellent written and verbal communication skills
• Strong desire for continual personal and professional growth

Preferred Education and Experience

• Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred
• 5 years of experience in the financial or banking industry preferred

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 $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.
  

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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