Chief Investment Officer

Job description

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 Chief Investment Officer will lead the Investment Committee and investment platform team members. This position will be a key member of the leadership team, contribute to firm leadership, strategic vision, and execution. The Chief Investment Officer will represent the Carson Group investment platform and all related offerings to advisors and retail clients. The CIO will have an in-depth understanding of financial markets and vehicles with the ability to clearly communicate and articulate investment strategies to advisors. This position will report directly to the President.

What To Expect

* Manage and grow the Carson Investment Platform with a focus on advisor experience, client experience, AUM growth and scaled efficiencies
* Build the leading investment platform for RIAs, with value added offerings for advisors to service their clients and grow their businesses
* Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
* Provide required support to Carsons existing Portfolio Managers and strategies, and identify new teams and strategies to acquire as value adds
* Collaborate with operations, marketing, technology, compliance, and legal to ensure successful delivery of the platform at scale
* Review, assess, and recommend strategies that should be built internally vs partnering with an outside manager

* Market the Carson Investment Platform through external media positioning and speaking opportunities
* Collaborate with investment strategists and consultants to define a clear value proposition of the platform for RIAs
* Communicate our value proposition to internal stakeholders, existing partners, and new prospects

* Build and maintain solid relationships with strategic partners
* Motivate and lead a high performing team; attract, recruit and retain stakeholders

What You Need

* 15+ years of experience at a large asset manager, TAMP, fund company, or platform
* Experience leading an investment committee, and managing asset managers, platform managers, investment strategists and consultants. The ideal candidate would have done several of the following:
* Built or scaled a platform, making decisions around number of strategies, manager partnerships, platform positioning for advisors/clients, and pricing
* Transitioned advisor books of business to new models and strategies
* Oversaw first-time and ongoing due diligence for new and existing strategies
* Drove inorganic growth through M&A and integrations of other asset managers

* Strong organizational skills to manage on demand requests, projects and daily duties.
* Communication experience across large and small groups via all mediums, including live presentations and televised interviews
* Thorough knowledge of industry.

Preferred Education and Experience

* FINRA series 65 licensed preferred.
* CIMA, CFA or CFP® designation or candidate preferred.
* Clean U-4 and U-5 history.
* Bachelors Degree or higher preferred

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.