Carson Group is hiring a Business Operations Manager to support our Wholly Owned Offices. In this role, you will handle critical operational activities to reduce advisor involvement in non-client responsibilities, enabling them to focus on client growth and service. We are a company that always puts the client first and strives to be the most trusted in financial advice.
What You'll Do
- Participate in merger and acquisition integration activities to assess and onboard new offices.
- Oversee vendor-related activities, including reviews, consolidation opportunities, and ongoing management.
- Manage lease-related activities, including renewals, relocations, closures, subleases, and consolidations.
- Coordinate IT-related activities between offices and the technology team.
- Review and approve expense-related items in alignment with finance guidelines.
- Consistently identify opportunities to improve internal processes and procedures.
- Manage escalated requests with urgency and sound judgment, providing high-touch support to offices.
- Foster a cohesive, collaborative environment and build strong relationships across the organization.
- Perform additional tasks, duties, and responsibilities as needed.
What We're Looking For
- Bachelor’s degree in Business, Finance, Management, or equivalent professional experience.
- Minimum of five years of experience in business operations, project management, or a related field.
- Strong business acumen.
- Exceptional client service orientation.
- Excellent verbal, written, and interpersonal communication skills.
- Strong project management and organizational skills.
- Ability to manage multiple priorities simultaneously.
- Strong critical thinking and problem-solving skills.
Nice to Have
- Experience working in the financial services industry.
Carson Group is an equal opportunity employer.
