Carson Institutional Alliance Client Service Manager Carson Institutional Advisory (CIA), a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance and Strategy Partners, to leverage the Carson organization's deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies. CIA's mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community. Summary The role of the Client Service Manager is to plan, execute, and finalize Advisor transitions to CEO and also provide on-going service and support by providing service that exceeds expectations. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to achieve a successful transition to CEO, and then provide on-going service, training, and direction to ensure all requests are executed timely. Coordination of projects, training of office staff, and on-going development of improved office procedures is also required. The Client Service Manager must be able to manage multiple projects and will be responsible for each project's objectives and oversee quality control. Responsibilities Direct and manage project development from beginning to end. Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders. Develop full-scale project plans and associated communications documents to train the offices on how to best utilize the CEO system. Effectively communicate project expectations to team members and management in a timely and clear fashion. Be the lead contact for CIA offices during the transition to CEO and after the transition is complete. Participate in weekly calls with CIA offices to train on the CEO system. Set and continually manage project expectations with team members and management. Delegate tasks and responsibilities to appropriate team members as needed. Be an active participant on the CEO development team to help build out processes and training for the CIA clients. Field of Experience 3 years of experience in the financial industry is required Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, SalesForce, etc) preferred Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook Administrative/Technical Skills Analytical and research skills Attention to details Compile statistics and reports Planning and organizational skills Project and time management skills Manage multiple projects with precision Written and verbal communication skills Occasional Travel EOE