Who We WantThe Vice President, Business Development (Channel Partnerships) is responsible for driving new client acquisition and assets under management (AUM) growth through strategic partnerships with financial intermediaries. This role functions as a senior Business Development Officer (BDO), focused on originating high-quality referrals from custodial platforms, branch networks, and affiliated financial professionals.
The VP will serve as a market-facing ambassador, cultivating relationships across assigned territories and converting referral opportunities into long-term client relationships for the firm's financial advisory teams.
This position operates in a highly collaborative environment, partnering closely with Financial Advisors and firm leadership to deliver a consistent and high-touch client experience.
What To ExpectBusiness Development & Revenue Generation- Drive net new asset growth through proactive sourcing and conversion of referral opportunities
- Develop and execute a regional business plan aligned with firm growth targets
- Consistently meet or exceed monthly, quarterly, and annual production goals (AUM, revenue, and client acquisition)
- Maintain a strong pipeline of qualified prospects through disciplined activity management
Channel Relationship Management- Build and deepen relationships with custodial partners, branch managers, and financial consultants
- Serve as the primary point of contact and trusted partner within assigned distribution channels
- Conduct regular in-person meetings, branch visits, and territory coverage to maintain visibility and engagement
- Position the firm as a preferred referral destination for high-net-worth clients
Client Acquisition & Conversion- Lead initial prospect meetings (in-person and virtual) to assess needs and position firm capabilities
- Ensure a seamless transition from prospect to client with a high-quality experience
Market Leadership & Brand Representation- Act as a senior representative of the firm within the local market
- Participate in industry events, client seminars, and networking opportunities
- Provide market intelligence and competitive insights to leadership
- Reinforce brand standards and ensure consistent messaging across all interactions
Internal Collaboration- Partner closely with Financial Advisors, Wealth Planners, and Client Service teams
- Coordinate resources to support complex client opportunities
- Maintain alignment with firm policies, compliance standards, and operational procedures
What You Need- Bachelor's degree or equivalent professional experience
- Experience working within custodial referral programs (e.g., Schwab, Fidelity, etc.)
- Demonstrated track record of sourcing and closing high-value client relationships
- Strong understanding of RIA model, financial planning, and investment solutions
- Active Series 65, or Series 7 & 66, or advanced designation (CFP®, CFA®, ChFC®, etc.)
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.
The total rewards expected for this role include:
- Starting annual base salary between $151,000-230,000.
- Variable compensation potential (Bonus and/or commissions)
- Competitive benefits including 401(k) with company contribution, PTO, Parental 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.
