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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.
Who We Want
The Partner Success Manager will be the point of contact for our Partner firms and will represent Carson Group to ensure their experience with service and support is top tier and exceeds expectations. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants to ensure their needs are met and all requests are executed timely. Assist with technical issue resolution, business reporting; and provide training in-person or remotely about applications ensuring the best possible user experience addressing any issues or service complaints and resolving to their satisfaction.
Coordination of work, projects, training of office staff, and on-going development of improved operational procedures is also required. The Partner Relationship Manager must be able to manage multiple projects and activities concurrently and will be responsible for each project’s objectives and oversee quality and timely completion.
What To Expect
What You Need
Preferred Education and Experience
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
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