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
Provides strategic and hands-on leadership to optimize marketing workflows, resource allocation, prioritization, and execution. This role establishes and manages the processes, planning calendars, intake procedures, and approval workflows that enable effective collaboration and timely delivery of marketing initiatives. Through strong cross-functional partnership and team leadership, this position drives operational efficiency, transparency, and accountability, ensuring priorities are aligned, resources are effectively utilized, and marketing initiatives are delivered on time and in compliance with applicable standards.
What To Expect
- Campaign Planning & Orchestration: Lead integrated marketing planning and campaign orchestration by maintaining a comprehensive marketing calendar, coordinating timelines and dependencies, and aligning resources with business priorities. Establish and manage planning processes that translate business objectives into actionable, prioritized, and resourced initiatives. Coordinate cross-functional execution to ensure marketing initiatives progress efficiently from planning through launch, with clear milestones, accountability, and delivery expectations. Develop standardized planning frameworks and timelines to improve consistency, visibility, and execution across marketing initiatives. Evaluate campaign outcomes, identify opportunities for improvement, and incorporate lessons learned into future planning and execution.
- Intake & Prioritization: Establish and own the centralized intake and prioritization framework for marketing initiatives, defining criteria and operating practices that align business priorities with available resources and organizational capacity. Make prioritization and resource allocation decisions within established authority, resolve competing demands, and escalate significant tradeoffs requiring leadership alignment. Establish service models and performance standards, evaluate capacity and demand trends, and recommend changes to resource allocation and operating practices to improve functional effectiveness. Provide leadership with actionable insights into workload, delivery risks, and capacity constraints to inform business and resourcing decisions.
- Governance, Approvals & Compliance Review: Establish and maintain standardized approval workflows, governance practices, and accountability frameworks to support efficient decision-making and timely execution. Integrate regulatory and compliance requirements into established workflows, monitor review cycles and turnaround times, and identify opportunities to reduce rework and minimize delays. Lead recurring planning and review forums to maintain alignment, identify risks, resolve issues, and confirm readiness for launch. Define and maintain clear roles, responsibilities, and decision-making authority across cross-functional stakeholders and external partners to promote accountability throughout the project lifecycle. Establish quality assurance standards to ensure deliverables meet applicable brand, accessibility, quality, and compliance requirements before launch.
- Team Leadership & Operational Standards: Lead and develop a team while maintaining hands-on involvement in day-to-day planning and operations, providing clear expectations, coaching, and opportunities for professional growth. Establish consistent operating practices that promote cross-functional collaboration, improve efficiency, and support strategic and creative execution. Develop and maintain standardized templates, planning tools, and documentation to improve consistency, communication, and leadership visibility. Define and monitor key performance indicators related to delivery timelines, workflow efficiency, request volume, and compliance review to drive accountability and continuous improvement. Oversee the effective use and optimization of project management and workflow tools to support planning, execution, and reporting, identifying opportunities to leverage automation and emerging technologies, including artificial intelligence, to reduce manual effort and improve operational effectiveness.
- 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 marketing, business or a related field, or equivalent experience. PMP, Scrum or Agile certification preferred.
- Minimum of 8 years of experience in marketing operations, marketing project management or integrated campaign planning, including 2+ years leading people or teams required.
- Demonstrated experience building and running centralized intake and prioritization processes for a multi-team marketing or creative organization required.
- Proven ability to manage complex, cross-functional campaigns and building long-range marketing calendars or road maps required.
- Experience designing approval and review workflows in a regulated industry. Financial services or wealth management experience, including familiarity with the SEC Marketing Rule and FINRA advertising review, is strongly preferred.
- Experience operating across integrated marketing channels and functions, including brand, content, web, email, social and paid media required.
- Demonstrated proficiency in configuring, optimizing, and managing work management platforms, such as Workfront, Asana, Monday.com, Wrike, or Jira, beyond basic end-user functionality required.
- Strong analytical, organizational, and problem-solving skills, with the ability to establish scalable processes, manage competing priorities, anticipate risks, and drive continuous improvement required.
- Excellent communication, relationship-building, and influencing skills, including the ability to navigate competing priorities, facilitate tradeoff decisions, and maintain accountability while fostering strong working relationships required.
- Ability to translate complex workflows, timelines, dependencies, and resource constraints into clear, actionable updates for stakeholders and leadership required.
- Experience identifying opportunities to improve operational efficiency through workflow automation, process optimization, and emerging technologies 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 $127,500–140,000.
- 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.