Relationship Manager

Relationship Manager

Job Category: Carson Wealth-Operations Requisition Number: RELAT001253

Full-Time On-site Sarasota, FL 34237, USA

Description

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

Deliver client service and support that consistently exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and development of improved office procedures. Manage multiple projects professionally, oversee objectives, and ensure quality control while serving as an extension of advisors and upholding pride in client support.

Essential Functions

• Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Ensure compliance with periodic client review requirements and deliver exceptional service that builds long-term trust.
• Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
• Data & Records Management: Maintain accurate and complete client information in databases and systems. Ensure client records are updated promptly and data integrity is maintained.
• Project & Process Management: Define expectations, timelines, and deliverables for projects. Communicate project expectations clearly to team members and management. Assist with developing procedures that enhance accuracy and streamline workflows. Set and continually meet project expectations by delegating tasks appropriately and ensuring follow-through.
• Problem-Solving & Continuous Improvement: Research and resolve operational challenges using available tools. Identify opportunities to simplify processes, improve consistency, and enhance client service.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor's degree in business administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking preferred.
• Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management skills required.
• Ability to manage multiple projects with precision required.
• Strong written and verbal communication skills required.

Preferred Education and Experience

• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Desire for continual personal and professional growth preferred.
• Curiosity and natural desire to learn preferred.

EEO Statement:

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.

The total rewards expected for this role include:

• Starting annual base salary between $55,000 - $80,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.