Relationship Manager
Listed on 2025-11-04
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Finance & Banking
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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 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.
The role of the Relationship Manager is to provide on-going service and support to clients that exceeds expectations. This role will also support one or more Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely.
Coordination of projects, training, and on-going development of improved office procedures is also required. The Relationship Manager must be able to professionally manage multiple projects and will be responsible for each project’s objectives and oversee quality control. We see this role as an extension of our Advisors and want all stakeholders to take great pride in the support to our clients.
To Expect
- Service Advisors and clients with white glove support and communication
- Maintain accurate and complete client information in the database
- Takes ownership of asset transfers to ensure seamless and timely delivery
- Works closely with Advisors to ensure compliance of periodic client reviews
- Prepare paperwork to maintain client accounts to the specifications requested by the Advisor
- Complete accurate and timely movements of assets per the request of the Advisor or client
- Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
- Effectively understand and be able to communicate project expectations to team members and management in a timely and clear fashion
- Assist in developing processes and procedures that enhance accuracy and streamline processes
- Assist in setting and continually meeting project expectations with team members and management
- Completes tasks and responsibilities to appropriate team members as needed
- Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, Salesforce, etc.) preferred.
- Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
- Strong desire for research and problem solving
- Unwavering attention to details
- Natural desire and curiosity to learn
- Ability to compile statistics and reports
- Exceptional planning and organizational skills
- Project and time management skills
- Manage multiple projects with precision and pride
- Excellent written and verbal communication skills
- Strong desire for continual personal and professional growth
- Bachelor’s degree in business administration, accounting, finance, or similar field of…
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