What are the responsibilities and job description for the VP, Mergers & Acquisitions Sales position at Carson Group?
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. Its 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, Mergers & Acquisitions Sales will source and lead M&A projects with their expertise in valuations, deal structure, succession, and transitions. They will also use their skills to deliver value to partners and members of the coaching program as well as to speak at events and conduct webinars.
Working collaboratively with the SVP, M&A, this person will be responsible for contributing to the growth initiatives of Carson Group. This includes cultivating and maintaining external relationships with relevant external partners, sourcing, negotiating and structuring, and executing transactions (e.g. acquisition, joint venture, minority investment, affiliations and divestitures) and all segments of the deal life cycle.
What To Expect
- Lead the execution of M&A transactions, including acquisitions, investments, joint ventures and other inorganic opportunities
- Be a trusted stakeholder in assessing potential M&A targets for strategic fit and investment rationale
- Cultivate and grow list of investment bankers and COIs to ensure Carson sees high-quality opportunities
- Understand financial modelling and analysis of target company/investment
- Competence in quantitative and analytical skills, including understanding financial statement analysis and valuation modeling.
- Assist M&A Lead on business and financial due diligence
- Effectively communicate the Carson Wealth value proposition and story to potential sellers
- Build M&A content with expertise in valuations from start to finish, deal structure, succession, and transitions
- Help guide discussion around deal valuation and terms
- Speak and represent Carson Group at Events
- Conduct webinars for potential sellers
What You Need
- Communication and training skills
- Excellent written and verbal communication and presentation skills
- Quantitative and analytical mindset
- Ability to be flexible in ambiguous situations and align the interests of multiple stakeholders
- Positive and team-oriented attitude
- Travel required
- Ability to prioritize tasks, communicate expectations, and adhere to deadlines while managing multiple projects
Preferred Education and Experience
- MBA plus 10 years of work experience post MBA
- Previous experience in management consulting, investment banking, private equity, and/or corporate development
- Prior end-to-end deal experience closing deals and working directly with advisors within the industry
- Experience working at business development for an RIA, broker-dealer or custodian
- Experience with Dealroom
- Experience with CRM tools (Salesforce preferred), Microsoft Excel and Powerpoint.
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.
The total rewards expected for this role include:
- Starting annual base salary between $90,000 - $140,533.
- 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.
Salary : $90,000 - $140,533
