AVP, Business Development

2 weeks ago

Omaha, United States Carson Group Holdings, LLC Full time
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

Associate Vice President, Business Development will have in-depth industry understanding, proven experience in prospecting and generating opportunities, current advisor relationships in the independent and hybrid communities and be knowledgeable of key competitors in the marketplace. The Associate Vice President, Business Development will be responsible for generating leads within regions through various prospecting techniques, team production leveraging regional events, network events, the Carson Group network, and providing support to the Internal Director, Business Development Operations and Vice Presidents of Business Development. The Associate Vice President, Business Development will be responsible for and held accountable to both team and individual activity and sales targets on a weekly, monthly, quarterly, and annual basis.

What To Expect
  • Generating leads for the sales team by using various prospecting and lead generation techniques.
  • Work with the VPs to fill and manage the Sales Pipeline
  • Responsible for supporting sales process within region from prospecting phase to conversion.
  • Identify prospects, build relationships with current Carson Group Partners, and add Carson Group Partners.
  • Leverage Carson Group Partner resources to achieve quarterly and annual targets.
  • Work with Event Producer to coordinate successful OPE and IPE events with Prospects in attendance
  • Follow the company's sales process.
  • Participate in weekly sales team meeting and sales training.
  • Collaborate with Business Development team to drive successful sales.
  • Participate in training and continuing education requirements.
  • Perform all other duties as needed or required to maintain and grow profitable business within the defined region.
  • Demonstrate behaviors in alignment with the Carson Core Values.
  • Position will travel nationally as needed.
What You Need
  • Must have demonstrated track record of achieving lead generating objectives.
  • Strong organizational and follow up skills.
  • Thorough knowledge of industry.
  • Must be able to work independently and in team environment.
  • Excellent verbal and written communication skills required.
  • Proficient in Excel, Word, PowerPoint.
  • Must accept demand driven travel and weekend work.
Preferred Education and Experience
  • Bachelor's Degree or higher preferred.
  • 3+ years' experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
  • FINRA series 65 licensed preferred.
  • CFP®, CFA or CIMA designated preferred
  • Clean U-4 and U-5 history.


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.

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.

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