Executive Leader, Wealth Management & Growth

Alliant Credit Union; Chicago (IL); Hybrid; USD 190,000 - 275,000; Full time

Benefits offered by this job

Annual performance bonus

Work from home up to 3 days a week

Education reimbursement

11 paid holidays

Job summary

Alliant Credit Union is seeking a senior leader to guide the Alliant Wealth Management strategy, growth and member-focused programs. You will lead advisor performance, partner governance, and regulatory alignment, while expanding access to financial guidance and strengthening member relationships.

The role requires strong leadership, data-driven decision-making and collaboration across Compliance, Risk, Legal and marketing.

Qualifications

• Bachelor's degree in Finance or related field.
• 8+ years in investment, wealth management, brokerage or related financial services.
• 3+ years of people management experience.
• Active FINRA registrations preferred (Series 7/24/63/65/66).

Responsibilities

• Lead Alliant Wealth Management strategy, business plan, budget and growth roadmap.
• Identify opportunities to expand member awareness and adoption of services.
• Monitor performance via data, pipeline reports and metrics.
• Translate priorities into clear goals and operating routines for the team.
• Oversee advisor productivity, client experience and compliance discipline.
• Manage external partner relationships for governance and performance.
• Collaborate with internal teams to strengthen market position and value proposition.
• Develop sales referral programs, marketing plans and member education tools.
• Coordinate broker-dealer partnerships to align priorities and service delivery.
• Ensure governance, escalation paths and controls with Compliance, Legal and Risk.
• Lead regular partner reviews and implement improvements.
• Promote responsible growth and high-quality member relationships.

Skills

Leadership

Strategy development

Partner management

Regulatory awareness

Broker-dealer partnerships

Data-driven decisions

Budget planning

Performance metrics

Cross-functional collaboration

Risk management

Education

Bachelor’s degree in Finance or related

12 years in investment/wealth management incl. people mgmt

Job description

Alliant Credit Union is seeking a senior leader to guide the Alliant Wealth Management strategy, growth and member-focused programs. You will lead advisor performance, partner governance, and regulatory alignment, while expanding access to financial guidance and strengthening member relationships.

The role requires strong leadership, data-driven decision-making and collaboration across Compliance, Risk, Legal and marketing.