Remote VP, Channel Partnerships & Growth

Carson Wealth; Northern (KY); Hybrid; USD 151,000 - 230,000; Full time

Benefits offered by this job

401(k) with company contribution

Health benefits

Paid time off (PTO)

Parental leave

Holistic wellbeing programs

Job summary

Carson Wealth seeks a VP, Business Development (Channel Partnerships) to drive new client acquisition and AUM growth through strategic partnerships with custodial platforms and affiliated professionals. This senior role leads prospecting, relationship building, and cross-team collaboration to deliver a high-touch client experience.

The position operates remotely in the United States, with a compensation structure that includes a base salary and bonus potential reflecting senior leadership

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Experience with custodial referral programs (e.g., Schwab, Fidelity).
• Proven ability to source and close high-value client relationships.
• Strong understanding of RIA model, financial planning, and investments.

Responsibilities

• Drive new client acquisition and AUM growth via strategic partnerships.
• Cultivate relationships with custodial partners and financial consultants.
• Lead prospect meetings and convert referrals into clients.
• Represent the firm in the market and reinforce brand messaging.
• Collaborate with advisors and service teams to fulfill opportunities.

Skills

Sourcing high-value referrals

Partnership development

Relationship management

Strategic planning

Education

Bachelor’s degree or equivalent

Job description

Carson Wealth seeks a VP, Business Development (Channel Partnerships) to drive new client acquisition and AUM growth through strategic partnerships with custodial platforms and affiliated professionals. This senior role leads prospecting, relationship building, and cross-team collaboration to deliver a high-touch client experience.

The position operates remotely in the United States, with a compensation structure that includes a base salary and bonus potential reflecting senior leadership