Manager, Client Acquisition

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 Manager, Client Acquisition is a proactive, process-driven leader within Client Acquisition, accountable for managing a team of consultants to achieve sales targets. This role will report to the Director of Client Acquisition, lead members of the Sales team, and work closely with advisors in the field. This is a leadership role within the consumer sales organization, and therefore will be data-driven and have a results-focused mindset coupled with the curiosity and desire to both measure performance and leverage data to demonstrate improvement. The Regional Sales Manager supports their direct reports through organizing schedules, implementing process improvements, directing communications, preparing reports, and managing stakeholder performance and engagement. This role also serves the broader sales organization and Client Acquisition program by representing the voice of the client/prospect in key technical initiatives, marketing campaigns, and broader business discussions, proactively identifying areas of opportunity and working collaboratively with peers and leaders throughout the organization to develop solutions. This is a key role on a quickly maturing team that may require the manager to effectively prioritize, and accurately synthesize the need to perform a variety of different functions and services on any given day.

What to Expect

• Lead 3-6 Contact Center Consultants in daily tasks, accountability, coaching, and support
• Analyzing team performance and surfacing opportunities to improve against clear targets, including developing and running regular reporting
• Direct communications between advisor partners (external) and Sales Associates (internal).
• Follow up with advisor partners to gather necessary inputs, gauge success of their team’s sales efforts, collect feedback to improve the performance of the program and related processes, and to ensure their team has a strong capability to connect their efforts to value creation for advisor partners.
• Conduct Advisor meetings with focus on improving sales, lead show rates, and ultimately advisor satisfaction
• Facilitating and conducting S65 study plans and development plans for stakeholders
• Understanding program processes that impact the sales organization, working to refine and improve their team's usage and adherence to process and proactively recommending adjustments and solutions to challenges encountered along the way

What you Need:

• Series 65 license or ability to attain licensing within 12 months of hire
• Experience working in financial services or wealth management
• 5 years of Sales Experience
• 3 yrs experience managing others, preferably in a sales-related role
• A demonstrated track record of achieving and exceeding sales goals
• Open-ness to learning new tools and processes
• A solutions-oriented mindset and willingness to tackle complex challenges in a rapidly maturing organizational context
• Familiarity with common Office software and technology such as Microsoft Suite and Outlook
• Excellent organizational and time management skills; ability to interpret requests and prioritize work
• Excellent oral and written communication skills
• Attention to detail and problem-solving skills

Preferred Education and Experiences

• Bachelor’s Degree or equivalent experience
• Familiarity using SalesForce or similar CRM, Sales tools such as Groove/Clari and Calendly

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.