What are the responsibilities and job description for the VP, Business Development position at Carson Group?
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 Vice President, Business Development will have in-depth understanding, proven experience both leading and selling, strong current advisor relationships in the independent, hybrid, RIA, and wirehouse communities and be knowledgeable of key competitors in the marketplace.
The VP will be responsible for developing new business within their territory through personal production leveraging regional events, network events, the Carson Group network and both in person and over the phone via sales calls. The VP, Business development Development will be held accountable to activity and sales targets on a weekly, monthly, quarterly and annual basis.
What To Expect
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
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 Vice President, Business Development will have in-depth understanding, proven experience both leading and selling, strong current advisor relationships in the independent, hybrid, RIA, and wirehouse communities and be knowledgeable of key competitors in the marketplace.
The VP will be responsible for developing new business within their territory through personal production leveraging regional events, network events, the Carson Group network and both in person and over the phone via sales calls. The VP, Business development Development will be held accountable to activity and sales targets on a weekly, monthly, quarterly and annual basis.
What To Expect
- Identify and build relationships with prospective partners within assigned territory.
- Drive new business by executing sales opportunities and meeting quarterly and annual targets.
- Apply a consultative sales approach with advisor decision-makers at all levels.
- Cultivate and maintain relationships with executive leaders and key stakeholders in large opportunities.
- Collaborate with internal teams to ensure successful onboarding and long-term partner success.
- Differentiate Carson Group by positioning its strategic partnership, service, and transparency.
- Develop and implement marketing strategies for prospects, referrals, and existing relationships.
- Build strong connections with lead advisors, associate wealth advisors, operations staff, and centers of influence.
- Represent Carson Group at industry conferences, seminars, and training events.
- Travel regionally and nationally as required.
- Perform other duties as needed to drive growth and profitability.
- Must have demonstrated track record of achieving and exceeding sales objectives.
- Strong organizational skills to manage sales pipeline and existing relationships.
- Thorough knowledge of industry.
- Must be able to work independently and remotely.
- Proven ability to present to large and small groups effectively.
- Excellent verbal and written communication skills required.
- Proficient in Excel, Word, PowerPoint.
- Must be open to high level of travel and weekend work.
- 5 years’ experience as successful Business Development Officer, External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
- Bachelor’s Degree or higher preferred.
- FINRA series 65 licensed. CFP®, CFA or CIMA designated preferred.
- Clean U-4 and U-5 history.
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 $90,000 - $125,000.
- Variable compensation potential (Bonus and/or commissions)
- Target total compensation if sales goals/KPI’s are achieved is $400,000 - 425,000. This includes salary plus bonus income.
- 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.
Salary : $90,000 - $425,000