About this role
Relationship and Operations Manager at Carson Group. Location: Arvada or Omaha. Role: managing relationships, processing accounts, coordinating projects Requirements: 5+ years in financial services required; bachelor’s preferred. Must support advisors, process accounts, manage projects, and use Orion/Goldmine/Redtail/Salesforce and Microsoft Office (Word, Access, Excel, Outlook). Category: Business Operations Seniority: Senior Level Tools: Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English