Sr. Analyst, Transition Operations
Carson Group
- Salary
- $67k - $80k
- Experience
- 4+ yrs
- Location
- Omaha, Nebraska, United States
- Job type
- Full-time
About the role
Bachelor's degree in business, accounting, finance or related field preferred; FINRA Series 7/66 preferred; 4+ years financial services operations experience; advanced knowledge of transition operations; proficiency with Salesforce, DocuSign; strong project management and communication 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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