Relationship and Operations Manager

Essential Functions Client & Advisor Support: Provide white‑glove service to advisors and clients through proactive communication and relationship management. Act as the primary contact for custodians to ensure smooth account processing. Ensure compliance with periodic client review requirements. Account Administration: Process new accounts, cashiering, transfers, and maintenance requests with accuracy and timeliness. Take ownership of asset transfers to guarantee seamless execution. Complete money movements per advisor or client requests while maintaining compliance standards. Data & Records Management: Maintain accurate and complete client information in databases and systems. Stay current with operational updates and ensure data integrity. Project & Process Management: Coordinate projects by defining expectations, timelines, and deliverables. Communicate project expectations clearly to team members and management. Assist with developing processes and procedures to increase accuracy and streamline workflows. Delegate tasks effectively and monitor progress to meet project goals. Training & Mentorship: Lead regular skill and competency training sessions. Support mentees as a subject matter expert in multiple operational areas. Encourage personal and professional growth among team members. Problem‑Solving & Continuous Improvement: Research and resolve operational challenges using available tools. Source accurate answers, identify opportunities for improvement, and implement solutions to drive efficiency. Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives. Qualifications Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred. Minimum of five years of experience in financial services or banking industry required. Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred. Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook. Strong research and problem‑solving skills. Exceptional attention to detail with curiosity and eagerness to learn. Ability to compile statistics and reports accurately. Excellent organizational, project management, and time management skills. Ability to manage multiple projects with precision. Strong written and verbal communication skills. Desire for continual personal and professional growth. Compensation & Benefits Starting annual base salary between $65,000-$77,500. 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. EEO Statement 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. #J-18808-Ljbffr Carson Group