AVP, Business Consulting

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About the Company

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.

About the Role

The AVP, Business Consulting will team up with the VP, Business Consulting to support Carson Group Partner (CGP) firms and advisors in finding the right solutions to grow their business. They will educate and train advisors on the value and benefits of Carson Group and ensure firms are leveraging the tools and resources available to run an efficient and growing practice. Beyond consulting, this role carries a strong relationship management component—building trust, strengthening partnerships, and serving as an ongoing point of connection to ensure Partner Firms feel supported, valued, and heard. By combining strategic business consulting with proactive relationship management, the AVP will help Partner Firms focus their efforts and use our resources to drive both organic and inorganic growth.

Responsibilities

• Build and maintain strong relationships with 50–100 Carson Group Partners within a specified region, serving as both consultant and trusted relationship manager.
• Act as a valued resource to ensure Partner Firms are fully leveraging the Carson partnership and experiencing superior service and support.
• Serve as a trusted business consultant on talent management, client experience, growth strategies (organic and inorganic), succession planning, and related topics.
• Conduct and lead regular check-in calls and meetings with Partner Firms, proactively identifying opportunities and addressing challenges.
• Manage escalations and time-sensitive Partner Firm needs with urgency, professionalism, and follow-through.
• Collaborate with the VP, Business Consulting to drive partner-focused events and meetings including:
• Carson Group–sponsored events (Excell, Partner Academy, Partner Summit, etc.)
• Regional events and onsite planning sessions with Partner Firms
• Industry conferences and Carson HQ partner meetings
• Partner with the Business Development Team to meet with prospective Partner Firms, educate them on the Carson partnership, and foster strong relationships from the start.

Qualifications

• Business consulting or relationship management background in the investment space preferred
• Extensive knowledge of the client segment, organization, product, industry, and end customer
• Extensive understanding of how a Financial Advisor's business operates
• Ability to effectively navigate situations and apply solutions to achieve resolution
• Effective communication and excellent written skills
• 25% travel anticipated

Preferred Skills

• Bachelor’s degree in Business, Management, Economics, Finance or similar
• Series 7 and 63
• At least 3-5 years in an investment sales or client service role

Pay range and compensation package

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. The total rewards expected for this role include:

• Starting annual base salary between $76,100 - 105,550.
• 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.

Equal Opportunity Statement

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. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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