Carson Institutional Alliance, a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance Partners, to leverage the Carson organization’s deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies and focus their time building relationships.

Carson Institutional’s  Mission is to: Revolutionize the client wealth experience.  To accomplish this and make a true impact for both advisors and consumers, we are accepting applications for select, relationship focused, dedicated individuals looking to make an impact for the better in the advisory community.
 
Summary of Position:
Successful Business Development candidates will have in-depth understanding, proven experience both leading and selling, strong current advisor relationships in the independent and hybrid communities and be knowledgeable of key competitors in the marketplace. 

Vice President of Business Development will be responsible for developing new business within their region through personal production leveraging regional events, network events, the Carson Institutional network and both in person and over the phone sales calls.  The Vice President of Business Development will be responsible for and held accountable to activity and sales targets on a weekly, monthly, quarterly and annual basis.

We are selectively accepting applications for proven professionals seeking a great opportunity to develop and grow a region inside an energetic, fast paced organization. Ideal candidates must be organized, motivated, and self starters with a desire to help shape the future of our industry.  

Job Duties:

• Responsible for sales process within region from prospecting phase to conversion.
• Identify prospects, build relationships with current Alliance Partners and add Alliance Partners in defined region.
• Leverage Carson Institutional Alliance resources to achieve quarterly and annual targets.
• Implement the company's sales process.
• Cultivate, maintain and grow relationships with defined custodian partners.
• Participate in weekly sales team meeting and present current status of sales metrics. 
• Collaborate with Carson Institutional Alliance team to ensure successful sales, on-boarding and post transition success to Partners.
• Present at seminars and training sessions.
• Attend industry events, conferences and other events.
• Participate in daily morning advisor meetings, training, and continuing education requirements.
• Perform all other duties as needed or required to maintain and grow profitable business within the defined region.

Qualifications:                        

• 5+ years experience as successful External Wholesaler, Internal Wholesaler or combination of both, or equivalent in the financial services industry required.
• FINRA series 65 licensed.  CFP®, CFA or CIMA designation preferred.
• Clean U-4 and U-5 history.
• Bachelor’s Degree or higher preferred.
• 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 accept high level of travel and weekend work.
• Possess a strong work ethic and personal values, consistent with Carson Institutional’s Mission, Vision and Client Bill of Rights.

Location:

• Open for Candidates located in region
• Position will travel to Omaha Headquarters frequently
• Position will travel within region regularly and nationally as needed

 
Compensation:

• Base Salary, plus performance based compensation
• Highly competitive benefits package [medical, dental, vision, disability]
• HSA match [if participation in high balance benefits plan]
• 401k match

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.

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.