Relationship & Operations Manager jobs in United States
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Carson Group · 1 day ago

Relationship & Operations Manager

positionScottsdale, AZ 85251, USA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$70K/yr - $90K/yr
date5+ years exp

Carson Group is a company that prioritizes client trust and exceptional service in the financial sector. They are seeking a Relationship & Operations Manager to provide client support, manage accounts, and enhance operational processes while ensuring compliance and data integrity.

AdviceEducationFinancial ServicesMarketing

Responsibilities

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
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
Maintain accurate and complete client information in databases and systems
Stay current with operational updates and ensure data integrity
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
Support mentees as a subject matter expert in multiple operational areas
Research and resolve operational challenges using available tools
Source accurate answers, identify opportunities for improvement, and implement solutions to drive efficiency
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives

Qualification

Financial services experienceSalesforceMicrosoft OfficeProject managementProblem-solvingAttention to detailCommunication skillsOrganizational skills

Required

Minimum of five years of experience in financial services or banking industry required
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

Preferred

Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred
Knowledge of financial advisor office tools such as Salesforce preferred
Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook

Benefits

401(k) plus matching
Health benefits
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
Holistic Wellbeing Programs

Company

Carson Group

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Carson Group serves financial advisors and investors through its businesses.
dateFounded in 2012
location
Omaha, Nebraska, USA
people-size51-200 employees
web-link
https://www.carsongroup.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Bain Capital
2021-07-14Private Equity

Leadership Team

L
Liz Fishbaugh
Vice President, Business Development
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Danielle Fava
Chief Strategy Officer (CSO)
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Recent News

Investment News
RIA moves: Waverly snaps up $437M Pure Portfolios in Pacific Northwest
2026-02-03
BNN Bloomberg
Market Outlook: Bullish momentum strengthens case for further gains
2026-01-17
GlobeNewswire
Carson Group Deepens Investment in Next Generation of Advisors with New Council, Career Path
2026-01-16
Company data provided by crunchbase