Relationship and Operations Manager
Carson Group
- Salary
- $65k - $78k
- Experience
- 5+ yrs
- Location
- United States
- Job type
- Full-time
Required skills
- Orion
- Goldmine
- Redtail
- Salesforce
- Microsoft Word
- Microsoft Access
- Microsoft Excel
- Microsoft Outlook
About the role
Bachelor's degree in business, accounting, finance or related field preferred; 5+ years financial services or banking experience required; knowledge of Orion, Goldmine, Redtail, or Salesforce preferred; proficiency in Microsoft Office; strong research, problem-solving, and project management skills.
About Carson Group
Private registered investment advisor serving financial advisors and investors with wealth management, coaching, technology, and practice support.
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