Manager, Operations Support - Integrated Channel

Carson Group•Omaha, NE

About The Position

Lead daily operations and team performance for account opening and maintenance, ensuring accurate processing and timely, high-quality service to advisors and relationship managers. Manage workload, develop team members, resolve complex issues, and improve processes to support a consistent advisor and client experience. Oversee account opening and maintenance activities, assign work, and balance priorities based on volume, complexity, and deadlines. Monitor outstanding requests and projects to ensure timely completion and consistent service quality. Act as the management escalation point for complex account issues, processing delays, and service concerns, partnering with advisors, relationship managers, custodians, and internal stakeholders to resolve issues and coordinate follow-up. Monitor processing accuracy, documentation, and adherence to company policies, custodian requirements, and applicable industry standards. Identify recurring errors and operational risks, implement corrective actions, and escalate concerns to appropriate partners. Maintain consistent procedures and oversee the development of training materials and operational documentation. Identify opportunities to simplify workflows, improve system use, reduce errors, and increase team capacity. Establish and monitor service expectations, turnaround times, productivity, and quality measures. Communicate results, workload trends, staffing needs, and improvement recommendations to leadership. Perform additional tasks and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Requirements

Bachelor’s degree in business administration, accounting, finance, or a related field, or equivalent relevant experience preferred.
At least five years of progressive financial services operations experience, including account opening, account maintenance, and custodian coordination.
At least two years of supervisory or team leadership experience, including coaching, training, and managing workflow.
Strong knowledge of custodial processes, account documentation, and operational requirements within a financial advisory environment.
Ability to manage team performance, balance competing priorities, and maintain service quality in a high-volume environment.
Strong communication, relationship management, and problem-solving skills, including the ability to resolve complex service issues.
Strong analytical skills and attention to detail, with the ability to evaluate operational results and implement process improvements.
Proficiency with Microsoft Word, Excel, and Outlook.

Nice To Haves

Experience with advisor technology platforms such as Orion and Salesforce.

Responsibilities

Manage, coach, and develop team members through clear expectations, regular feedback, and performance management.
Oversee hiring, onboarding, training, and cross-training to strengthen expertise and maintain service coverage.
Oversee account opening and maintenance activities, assign work, and balance priorities based on volume, complexity, and deadlines.
Monitor outstanding requests and projects to ensure timely completion and consistent service quality.
Serve as the management escalation point for complex account issues, processing delays, and service concerns.
Partner with advisors, relationship managers, custodians, and internal stakeholders to resolve issues and coordinate follow-up.
Monitor processing accuracy, documentation, and adherence to company policies, custodian requirements, and applicable industry standards.
Identify recurring errors and operational risks, implement corrective actions, and escalate concerns to appropriate partners.
Maintain consistent procedures and oversee the development of training materials and operational documentation.
Identify opportunities to simplify workflows, improve system use, reduce errors, and increase team capacity.
Establish and monitor service expectations, turnaround times, productivity, and quality measures.
Communicate results, workload trends, staffing needs, and improvement recommendations to leadership.
Perform additional tasks and responsibilities as needed or assigned by leadership.