Senior Transition Operations Lead

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.

This is a genuine role to take on the Senior Transition Operations Lead role at Carson Wealth.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Omaha, NE, United States.

This opportunity is part of our work in Finance, Management & Operations.

The advertised compensation is 68.000 - 80.000.