Wealth Client Ops & Relationship Lead

Carson Group; Franklin Lakes (NJ); On-site; USD 77,500 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Health benefits

PTO

Parental Leave

Sabbatical Leave

Medical, Dental, Vision

Job summary

Carson Group is seeking a Relationship and Operations Manager to serve as a key partner to advisors and leadership, overseeing client service, office operations, and strategic initiatives. This in-office role requires four days onsite and emphasizes process improvement, project management, and confidentiality.

The ideal candidate will have 5+ years in wealth management operations, strong CRM tool proficiency, and outstanding organizational skills to manage complex calendars and cross-functional

Qualifications

• 5+ years of experience in wealth management operations, client service, or related professional environment.
• Proficiency with Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, DocuSign, and the Microsoft Office Suite.
• Strong understanding of wealth management operations and client service workflows.
• Familiarity with custodial platforms such as Schwab Advisor Center, Fidelity, or similar systems.
• Experience with electronic document management and workflow systems.

Responsibilities

• Serve as the primary relationship manager for clients, delivering an unparalleled concierge-level experience characterized by extraordinary responsiveness and flawless execution.
• Coordinate and prepare all client meeting materials, documentation, and account information to ensure a seamless client experience.
• Manage the full lifecycle of client accounts, including opening, maintenance, transfers, and money movement.
• Oversee daily client service and operational activities to ensure accurate, efficient, and timely execution of transactions.
• Maintain complete, accurate, and confidential client records across CRM systems, workflows, and service processes.
• Partner with custodians, vendors, advisors, and internal stakeholders to facilitate seamless operations and enhance the client experience.
• Develop, document, and optimize operational procedures, workflows, and controls that support scalability and risk management.
• Monitor operational metrics, account activity, and KPIs to identify trends and drive excellence.
• Ensure adherence to regulatory requirements and firm policies through audits and compliance activities.
• Support scheduling and provide backup during peak periods while not serving as primary owner of executive calendars.
• Monitor shared workflows and escalate items impacting commitments.
• Provide project support for internal initiatives and technology implementations.

Skills

Wealth management operations

Client service workflows

Professional communication

Tools

Salesforce CRM

Orion Advisor Technology

Wealth Management Platforms

DocuSign

Microsoft Office

Job description

Carson Group is seeking a Relationship and Operations Manager to serve as a key partner to advisors and leadership, overseeing client service, office operations, and strategic initiatives. This in-office role requires four days onsite and emphasizes process improvement, project management, and confidentiality.

The ideal candidate will have 5+ years in wealth management operations, strong CRM tool proficiency, and outstanding organizational skills to manage complex calendars and cross-functional