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 Manager, Operations will lead the coordination of operational and administrative support activities to facilitate the smooth and efficient running of our office. Act as a liaison with the other functional departments at the Carson Home office and externally with the local vendors to manage and assign areas of responsibility.

What To Expect

• Coordinate areas with the Carson Home Office including Compliance, Marketing, and Business Operations.

• Coordinate all communications of finance and expenses between CWTSFG and Carson Home Office in Omaha.

• Lead special projects (special events, marketing, etc.) – Track all projects outlined by monthly office planning days and other projects as assigned.

• Coordinate all marketing activities with the Home Office Marketing team - follow and implement the CWMG-TSFG marketing calendar with Marketing Specialist in Omaha.

• Coordinate with the Home Office talent team on all hiring processes, job postings, interview scheduling, hiring events, and other HR-related activities.

• Manage the office facilities:

• Oversee the maintenance and coordinate with vendors to maintain the office and equipment.

• Manage the lease agreement and work with vendors on any repairs needed.

• Oversee office supply inventory and work with Director of First Impressions on necessary orders.

• Manage the Director of First Impressions to ensure smooth operation of our business and front office area.

• Support the Director of First Impressions in assisting the Chairman and President to manage their responsibilities and meetings.

• Oversee the activities of the interns, assigning them tasks to help the planning department and others, when needed.

• Provide administrative assistance to Senior VPs and VPs, as requested.

• Manage and provide oversight of firm’s CRM system, Salesforce.

• Manage and coordinate travel and conference activities for all staff members.

• Assist with onboarding and compliance requirements for new clients, be another connection to our office (manage the new client experience with operation/admin stakeholders).

• Coordinate expense reports for officers.

• Ensure compliance aspects of expenses and activities are properly logged (Carson and Cetera).

• Coordinate the documentation of gifts and entertainment in Cetera and Salesforce for compliance reporting.

What You Need

• 5 years’ experience working in an administrative and operational capacity

• Ability to work and communicate effectively with executives and senior leaders

• Organizational skills to prioritize and complete work efficiently

• MS Excel, Word, Outlook and PowerPoint proficiency to produce professional documents

• Ability to work simultaneously on multiple projects

• Ability to follow instructions, including a strong adherence to meet deadlines.

• Effective problem-solving skills to resolve routine client questions

• Verbal communication skills to communicate ideas and thoughts in a clear, professional manner

• Detail-oriented to ensure the accuracy of reports, correspondence and databases

• Ability to work ethically and with integrity, including maintaining client and firm confidentiality

• Ability to work independently

Preferred Education and Experience

• Licensed with Series 7, 63, and 24

• Experience working in Salesforce

• Experience working in the financial services industry

• Associate or bachelor’s degree in a related field

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.