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DiscoverStartupsCarson GroupJobs at Carson Group: Explore current Opportunities
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51-200 Employees

Jobs at Carson Group

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Service and Support Specialist

NewPosted 4 days ago

Service and Support Specialist

  • Advisor Service and Support: Serve as a primary contact for advisor offices from the earliest stages of transition through ongoing support. Conduct proactive outreach and maintain professional internal and external communication. Collaborate closely with advisors and internal partners to resolve service issues.
Sales

AVP, Mergers & Acquisitions Sales

NewPosted 4 days ago

AVP, Mergers & Acquisitions Sales

  • Prospecting & Relationship Development: Identify acquisition prospects and generate leads through direct outreach, networking, events, and the Carson network. Build and maintain relationships with investment bankers, third-party recruiters, and other referral sources to expand Carson Wealth’s office network and achieve quarterly and annual targets.
Operations

Operations Support Specialist

NewPosted 4 days ago

Operations Support Specialist

  • Account Opening & Maintenance: Process new account applications and account maintenance requests. Review documentation for accuracy and completeness, determine required actions, and follow through to completion.
  • Service & Coordination: Serve as a primary contact for custodians and coordinate with advis...
Operations

HR Technology Lead

NewPosted 4 days ago

HR Technology Lead

  • HR Technology Strategy & Optimization: Own the HR technology portfolio and roadmap, aligning platforms and investments with business priorities and evolving people practices. Partner with HR and business leaders to translate needs into scalable technology, automation, and self-service solutions. Evaluate existing and emerging capabilities and recommend improvements based on business value, scalability, user experience, and cost.
Other

Analyst, Mergers and Acquisitions

NewPosted 3 weeks ago

Analyst, Mergers and Acquisitions

  • Starting annual base salary between $78,000 - $93,000.
  • Variable compensation potential (Bonus and/or commissions)
Other

Program Operations & Business Analyst

NewPosted 2 months ago

Program Operations & Business Analyst

  • Process Development and Optimization: Own the development, documentation, and continuous improvement of Client Acquisition processes. Map workflows, analyze program performance, and identify friction, root causes, and opportunities to improve lead quality, conversion, efficiency, and scalability. Identify opportunities to automate activities, implement tools, or modify processes to reduce manual intervention while supporting necessary manual processes until scalable solutions are available. Capture lessons learned, refine practices, and proactively identify areas where the program’s technical or operational maturity requires improvement.