Carson Wealth Management Group (CWMG) is headquartered in Omaha, NE, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $4.3 billion in assets under advisement for select families, business owners, professional athletes and institutions. We offer our clients services including Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning.
 
Become a member of a fast-growing, well-respected team in the financial planning industry that has been #1 with our broker/dealer for the last 20 years. Join a team that has been named in Worth Magazine's "Top 200 Financial Advisors" for the last 5 years and ranked #7 in the US by Barron's (#1 in Nebraska) for many years. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles.
 
Responsibilities:
 

• Manage projects taking initial lead to help determine scope, schedule for project completion, resources, objectives, measurable goals and managing day to day activities to successfully complete the project in collaboration with Senior Management of CWMG.
• Monitor the progress of the project; making adjustments as needed with approval from project owner.
• Provide updates to project owner on overall status of project.
• Document and maintain workflows and procedure documents throughout project
• Schedule meetings as needed with groups or individuals to obtain resources needed for project, subject matter expert assistance, etc.
• With assistance from Sr. Managers, establish a communication schedule to update key partners and internal stakeholders.
• Monitor the progress of the project; making adjustments as needed with approval from project owner
• Ensure overall quality of project is meeting standards of Carson Wealth Management Group
• Assist with development of quality control measures within the procedure or next day review
• Other project duties as assigned

 
Qualifications:
 

• Bachelor’s degree in business administration, accounting, finance, or similar field of study is preferred
• Previous successful project management experience required
• Experience with documentation of operational procedures required
• Six Sigma certification with preferred master black belt or black belt level desired
• Financial Services background preferred
• Computer literacy to easily learn new programs
• A natural acumen for numbers
• Desire to help

 
 
Benefits:
 
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment in a professional West Omaha office location.  This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living.  Smokers need not apply.  Only qualified candidates will be contacted.
 
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.