Training and Transitions Manager

Job Details

Description

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 role of the Training and Transitions stakeholder is to plan, execute, and finalize the training of wealth advisor teams during and after their transition to Carson. Adherence to strict timelines and the ability to manage multiple projects is necessary. Duties include training advisor teams on Carson systems and processes, as well as coordinating Subject Matter Experts to help train when needed.

What To Expect

• Develop Training Plans for incoming wealth advisor teams
• Assist in defining project scope, goals, and deliverables that must be completed to coordinate and execute successful wealth advisor team transitions
• Assist Transition Team with daily tasks to meet project timelines
• Update and communicate the completion of project tasks to ensure completion at expected timelines.
• Help create and establish new processes to enhance and streamline the wealth advisor team’s transition experience.
• Help develop and deliver progress reports, proposals, requirements documentation, and presentations as needed.
• Help to proactively identify needed changes in project scope, identify potential crises, and help devise contingency plans.
• Participate in project reviews to identify successful project elements and areas of improvement.
  
  

What You Need

• 3+ years of experience in the financial industry required
• Bachelor’s degree in business administration, finance, or similar field of study preferred
• Knowledge of Financial Advisor office tools (i.e. Redtail, SalesForce, Orion etc) preferred
• Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
• A genuine interest in the financial services industry
• Knowledge of project management processes
• Analysis and research skills
• Attention to details
• Statistical analysis and report creation
• Planning and organizational skills
• Problem solving and time management skills
• Ability to manage multiple projects with precision
• Written and verbal communication skills
• Ability to collaborate with team members
• Occasional Travel
  
  

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 $70,000 - $89,075.
• 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.