Director, Workplace Solutions

Job Details

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. 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

We are seeking an experienced and highly consultative Director of Workplace Solutions to join our Advanced Solutions Team at Carson Group. This individual will serve as a strategic resource and subject matter expert for our Partners, providing guidance across a broad spectrum of workplace financial programs.

The ideal candidate brings deep institutional knowledge in retirement plan design and consulting, especially 401(k), and demonstrates expertise in nonqualified plans, ESOPs, equity compensation, and financial wellness strategies. They should be adept at navigating RFP processes and supporting the business development efforts of our Partners, while collaborating with teams across the Carson ecosystem to build and maintain processes that support sustainable growth and operational efficiency.

What To Expect

• Act as a go-to expert within the Advanced Solutions Team on employer-sponsored financial benefits, including:
• Defined contribution plans (401(k), 403(b))
• Defined benefit plans
• Nonqualified deferred compensation plans
• Employee stock ownership plans (ESOPs)
• Equity compensation plans (RSUs, stock options, etc.)
• Financial wellness and workplace benefit strategies
• Responsible for managing Partner questions and support requests through an organized case queue, ensuring timely follow-up and resolution.
• Support RFP/RFI responses and finalist presentations, helping Partners win new relationships and reinforce credibility in competitive situations.
• Provide technical consulting to internal stakeholders and clients on plan design, fiduciary considerations, vendor evaluation, and regulatory developments.
• Responsible for onboarding, managing, and maintaining advisor registration within the CRP program
• Support advisor use of FI360 reporting software and manage the relationship with the vendor
• Serve as point contact between Carson and external ERISA counsel for template legal documents, fiduciary training, regulatory updates, and escalations from the ERISA Help Desk (unless this relationship should move to Legal)
• Collaborate with investment, legal, compliance, and planning teams to ensure integrated service delivery.
• Support efforts to maintain or improve the profitability of workplace solution products and platforms by providing insights or recommendations related to revenue and expense management.
• Stay current with regulatory and business best practices through participation in industry events and continuing education for qualified plans and retirement offerings
• Contribute to the growth of the firm’s workplace solutions offering by identifying market trends, client needs, and new solution opportunities.
  

What You Need

• 5+ years of experience in institutional retirement consulting, workplace benefits strategy, or a similar field within financial services.
• Demonstrated success in responding to RFPs, winning business, and building trusted relationships with institutional clients.
• In-depth knowledge of qualified and nonqualified retirement plans, ESOPs, and equity compensation
• Familiarity with the advisory model and ability to integrate workplace solutions into broader wealth management and business planning strategies.
• Excellent verbal and written communication skills, especially in high-stakes client-facing situations.
• Understanding of fiduciary issues, ERISA regulations, and best practices in plan governance.
• Bachelor’s degree required; advanced degrees or credentials such as CFP, CEBS, QKA, or CRPS strongly 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.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $120,000 - $155,500.
• 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.