Private Client Manager

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 role of the Private Client Manager is to provide exceptional client experience for the Private Client Group by ensuring every aspect of the client relationships are communicated and properly maintained. This role will provide on-going service and support to clients and Private Client Advisors by providing service that exceeds expectations. This includes communicating directly with the Private Client clients, providing guidance to the Private Client Advisors on determining what actions will be completed by each member of the team in an accurate and timely way. Coordination of projects, training, and on-going development of improved client communication methods and internal office procedures is also required. The Private Client Manager must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.

What To Expect

• Service client needs and requirements as determined through client and/or Private Client Advisor interaction
• Assist Private Client Advisors with communications for the client base including phone calls, emails, meetings and follow up
• Build and maintain a positive and professional relationship with the CWM client base with the focus on service and communication
• Contact clients directly for follow up, touch base, and other necessary interactions
• Professionally be the primary point of contact for incoming client phone calls or emails
• Ensure financial planning data gets updated
• Determine pro-active client outreaches to assist with client’s goals and communication preferences
• Maintain accurate and complete client information in the database
• Interact with the firm’s operations team on all case requirements and follow up
• Develop and maintain written systems of all activities
• Participate in daily morning advisor meetings and training
• Attend all training and information sharing meetings scheduled for the CWM team
• Attend firm client events when appropriate
• Ability to make discretionary decisions regarding cash movement and transactions
• Adhere to all company and industry supervisory guidelines and policies
• Other duties as as