Sr. Specialist, Operations

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 Senior Operations Specialist is responsible for the operational assistance of internal stakeholders and partner offices. The Senior Operations Specialist supports the partner offices, internal stakeholder with operational issues and questions as well as maintains relationships with the custodians. This position also helps with assist the SVP of Operations with special projects and training of new Operations Specialist stakeholders.

What To Expect

• Work internally with multiple departments to ensure timely and compliant duties are performed and met.
• Maintaining working relationships with our assigned Relationship Managers at the custodians we use.
• Setting up system access for post-transformations offices and their new hires.
• Provide operational assistance to partner offices and internal stakeholders.
• Develop and improve operational workflows of new or existing operational processes
• Coordinating with custodian to understanding their workflows and creating training cards to assist partner offices in these methods.
• Ensure and monitor training cards for accuracy
• Desktop creations to maintain books and records of operational procedures/processes.
• Communicating with other departments effectively on new processes or changes to existing processes.

What You Need

• Bachelor’s degree in business administration, accounting, finance, or similar field of study is preferred
• 1+ years of industry experience is preferred
• Familiarity/experience with CRM and custodial tools, and specifically, SalesForce
• High attention to details
• Effective planning and organizational skills with the ability to prioritize
• Manage multiple projects with precision
• Self-starter that can take ownership
• Written and verbal communication skills
• Ability to learn new tools and programs quickly