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
Remote Position-Deliver advanced, partner-centric marketing strategy and guidance that accelerates growth for advisor firms. Serve as the primary point of contact for marketing initiatives, moving partners beyond foundational tactics into sophisticated, data-informed programs. Coordinate cross-functional execution, optimize campaigns through analytics, and elevate the client experience across multi-location offices. Present as a marketing subject-matter expert and provide tailored solutions while stewarding resources effectively. Execute daily requests while continuing to monitor ongoing project list.
What To Expect
- Partner Marketing Strategy & Advisory: Serve as the liaison to advisor firms and guide the identification, selection, and implementation of high-impact marketing strategies. Provide advanced recommendations for partners who have mastered the basics and are ready for sophisticated tactics that drive measurable growth. Support firms with dedicated marketing implementers and ensure steady engagement, enablement, and follow-through.
- Enterprise & Complex Office Support: Advise medium to large, multi-location partners with complex needs. Develop and implement strategies for heavily invested firms, including initiatives such as business transition planning and private client services. Align guidance to each firm’s market position and maturity.
- Campaign & Project Management: Process partner requests, scope work, and assign projects to production team members. Coordinate cross-team tasks and timelines to ensure on-time, quality delivery across channels and assets. Maintain recurring touchpoints for partners needing added service.
- Analytics & Optimization: Review performance data, identify trends, and translate insights into clear, actionable recommendations. Monitor reporting and provide guidance to optimize campaigns, channels, and spend for partner growth.
- Content, Channels & Digital Execution: Support content creation, brand integration, marketing automation, and the client experience across traditional and emerging channels. Leverage social media and SEO tools to cultivate strong online presence for partners.
- Enablement, Education & Events: Present or co-present as needed for internal trainings, partner academies, webinars, and sales demonstrations requiring a marketing SME. Schedule subject-matter experts for partner events and collect presentation materials. Send timely follow-up notes to reinforce execution.
- Stakeholder Communication & Service: Coordinate partner calls, document decisions, and maintain clear, professional communication. Balance custom solutions with existing offerings to steward resources while meeting unique partner needs. Make timely, sound decisions with urgency and good judgment.
- Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.
What You Need
- Bachelor’s degree in communications, marketing, advertising, public relations, or related field, or relevant experience (one year of experience in lieu of one year of education) required.
- Demonstrated knowledge of marketing, advertising, and public relations concepts required.
- Proven experience making client-facing decisions and solving problems in a management or agency environment required.
- Intimate understanding of traditional and emerging marketing channels required.
- Strong analytical skills to forecast, identify trends, and translate insights into recommendations required.
- Superior written and verbal communication skills with clients and business partners required.
- Strong judgment and urgency in organizing information and making timely decisions required.
- Demonstrated initiative, motivation to succeed, and desire to learn required.
- Strong attention to detail coupled with strategic thinking required.
- Strong project management skills with the ability to manage multiple, competing priorities required.
- Proven experience using social media and SEO tools to build online presence required.
- Ability to perform in a fast-paced, deadline-driven environment while delivering accurate, high-quality work required.
- High self-motivation to get work done while maintaining accuracy and quality required.
Preferred Education and Experience
- Ability to demonstrate previous success through a professional portfolio preferred
- Willingness to travel preferred.
EEO Statement:
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 $80,000 - $109,525.
- 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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.