Senior Transition Operations Lead
Carson Wealth
Carson Wealth in Omaha seeks a senior operations expert to guide partner-office transitions from onboarding through completion. You will provide escalation support, coordinate across departments, review paperwork, and ensure accurate, scalable processes. You will lead projects, optimize workflows, and train team members while collaborating with custodians, advisors, and internal teams to deliver a smooth transition experience. Bachelor’s degree and FINRA licenses preferred. #J-18808-Ljbffr Carson Wealth
Vacancy posted 3 days ago
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