What are the responsibilities and job description for the Partner Success Manager position at Carson Group Holdings, LLC?
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. 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 Success 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
- Be the lead contact for Carson Group Partner Offices (CGP) offices after their transformation is complete.
- Organize weekly calls with CGP offices to drive relationships, address any needs and concerns and give updates on any outstanding items.
- Be an active participant during the transformation of a Partner office so they are familiar with and know the stakeholders before they go live at Carson
- Delegate tasks and responsibilities to appropriate team members as needed to assist with requests.
- Work closely with training to make sure that existing CGP offices are getting the training that is needed.
- Work with custodian partners to keep up to date on any new developments or rule changes that need to be communicated out to Partners.
- Be an active participant with the development team to help build out processes and training for the CGP clients.
What You Need
- Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, SalesForce, etc) preferred
- Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
- Strong customer service and Partner advocate
- Analytical and research skills
- Attention to detail
- Problem resolution
- Compile statistics and reports
- Planning and organizational skills
- Project and time management skills
- Manage multiple projects and activities with precision
- Written and verbal communication skills
- Occasional Travel
Preferred Education and Experience
- 3 years of experience in the financial industry is preferred
- 2 years of experience in a service related position
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.
