Business Operations Manager

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 

We are seeking a highly organized, proactive, and experienced Office Manager to support the daily operations of a fast-paced wealth advisory office located in Franklin Lakes, NJ. This role is critical in ensuring a welcoming and efficient environment for both clients and staff, while maintaining smooth back-office and front-office functions.

The ideal candidate will bring strong administrative and project management skills, a high level of professionalism, and the ability to support executive leadership. This individual will take ownership of operations, help drive internal improvements, and contribute to a collaborative, client-focused team culture. 

This is a hands-on role with diverse responsibilities, including executive support, vendor and facilities coordination, process improvement, and involvement in marketing and special projects. A strong understanding of technology systems, particularly Salesforce, is essential.

 

What To Expect 

Office Management & Administration 

• Oversee day-to-day office operations, ensuring a welcoming and efficient environment for staff and clients
• Take ownership for projects, follow-up, and completion
• Support Relationship Manager to ensure smooth operation of business and front office area
• Manage office by coordinating with vendors to maintain office and equipment
• Consistently look for ways to improve internal processes and procedures
• Create a cohesive, collaborative team environment

Executive Support 

• Provide comprehensive administrative support to Managing Partner
• Be aware of office operations in the Managing Partner's absence
• Manage executive calendar, including:
• Scheduling and managing meetings, appointments, and events
• Prioritizing urgent meetings and resolving scheduling conflicts
• Sending reminders and preparing the executive for upcoming commitments
• Process expense reports, track office budget adherence, and coordinate timely reimbursements. Ensure compliance aspects of expenses and activities are properly logged
• Oversee notes, lead with follow-up tracking and project completion for office

Client Service & Meeting Support 

• Assist Wealth Advisors as requested
• Stay educated and well-versed in service and technology offerings to clients

Technology & Systems Management 

• Serve as the Salesforce expert for the team
• Coordinate expense reports for officers

Marketing & Special Projects 

• Assist the Relationship Manager with various marketing tasks
• Support event coordination, including firm retreats and service projects
• Assist in planning and timely execution of special projects, including:
• Research and data gathering
• Preparation of reports and presentations
• Initiate and implement innovative strategies to improve reliability, ease of doing business, and personal attention

 

What You Need 

• College degree and 5 years of administrative experience working with executives
• Experience working in a fast-paced environment
• Ability to juggle multiple priorities 
• MS Excel, Word, Outlook, and PowerPoint proficiency to produce professional documents

 

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.

The total rewards expected for this role include:

• Starting annual base salary between $99,100 - $104,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

 

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.