Relationship & Operations Manager

Carson Wealth; Lake Oswego (OR); On-site; USD 70,000 - 77,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Parental Leave

Medical insurance

Dental insurance

Vision insurance

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Holistic Wellbeing Programs

Job summary

Carson Wealth is seeking a professional to deliver exceptional client service and partner with advisors as the primary operational resource. You will support account openings, transfers, and maintenance with accuracy and timeliness, while ensuring compliance and data integrity across systems.

You will coordinate projects, drive process improvements, and mentor colleagues to foster growth and efficiency. A strong background in financial services and proficiency with advisor tools is essential.

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 preferred.
• 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.

Responsibilities

• Deliver exceptional client service and support that exceeds expectations.
• Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences.
• Coordinate projects, training, and process improvements to enhance office operations.
• Manage multiple projects professionally while overseeing objectives and ensuring quality control.
• Lead regular skill and competency training sessions and mentor team members.
• Research and resolve operational challenges to drive efficiency.

Skills

Client service orientation

Communication skills

Project management

Attention to detail

Problem solving

Education

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

Tools

Orion

Goldmine

Redtail

Salesforce

Microsoft Office

Job description

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

Deliver exceptional client service and support that exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and process improvements to enhance office operations. Manage multiple projects professionally while overseeing objectives and ensuring quality control.

What To Expect

• 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 and timeliness. 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 in multiple operational areas. 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.

What You Need

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry preferred.
• 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:

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 $70,000 - 77,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental 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.