About this role
Sr. Relationship and Operations Manager at Carson Wealth. Location: Palatine, Illinois, United States. Role: Provide support, Manage accounts, Coordinate projects Requirements: Bachelor’s degree preferred; minimum seven years in financial services; proficient with advisor tools and Microsoft Office; strong problem-solving and detail orientation. Category: Business Operations Seniority: Senior Level Tools: Orion, Goldmine, Redtail, Salesforce, Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English