Transitions Manager

Carson Group • Omaha, NE

3d

About The Position

The Transitions Manager plans and coordinates financial advisor transitions from initiation through completion, ensuring projects meet established timelines, budgets, and quality standards. The role coordinates resources and stakeholders, manages multiple projects, resolves issues, and improves processes to support a consistent and efficient transition experience.

The position develops and maintains transition plans covering scope, objectives, deliverables, timelines, resource needs, and communications. It coordinates advisors, office staff, internal stakeholders, and third-party providers; tracks progress, budgets, and quality; communicates status and changes; prepares reports, documentation, and presentations; and helps address issues, risks, scope changes, and competing priorities. The role also refines transition processes and applies lessons learned from post-transition reviews to future projects. Additional duties may be assigned by leadership to support departmental and organizational objectives.

The company serves financial advisors and investors through Carson Wealth, Carson Coaching, and Carson Partners, and describes its culture as fast-paced, collaborative, innovative, and focused on healthy living. The workplace is tobacco-free.

Requirements

• At least three years of experience in the financial services industry.
• Knowledge of project management processes, including planning, coordination, risk management, and reporting.
• Strong organizational, analytical, and problem-solving skills, attention to detail, and the ability to manage multiple projects and competing deadlines.
• Strong written and verbal communication skills, including the ability to coordinate stakeholders and prepare reports and presentations.
• Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook.
• Ability to travel occasionally.

Nice To Haves

• Bachelor’s degree in business administration, finance, or a related field preferred.
• Familiarity with financial advisor office systems such as GoldMine, Redtail, or Salesforce.

Responsibilities

• Develop and maintain transition plans, including scope, objectives, deliverables, timelines, resource needs, and communications.
• Coordinate advisors, office staff, internal stakeholders, and third-party providers to execute transition activities.
• Monitor project progress, budgets, and quality throughout the project lifecycle.
• Track task completion and communicate progress, deadlines, and changes to stakeholders.
• Prepare reports, documentation, and presentations.
• Help resolve issues and conflicting priorities; identify risks and scope changes; and develop contingency plans.
• Develop and refine processes to streamline advisor transitions and strengthen the onboarding experience.
• Participate in post-transition reviews, identify lessons learned, and apply improvements to future projects.
• Perform additional tasks and duties as assigned by leadership to support departmental and organizational objectives.
• Travel occasionally.

Benefits

• Base salary with bonus potential and/or commissions.
• 401(k) with company contribution or matching.
• Paid time off (PTO).
• Parental leave.
• Medical, dental, and vision benefits.
• Health Savings Accounts and Flexible Spending Accounts.
• Life and AD&D insurance.
• Short- and long-term disability insurance.
• Work/Life Benefits and Holistic Wellbeing Programs.
• Great working environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager