Vice President, Wealth Management — Growth & Strategy

JSC Federal Credit Union; Texas; On-site; USD 120,000 - 150,000; Full time

Job summary

A financial services institution in Wisconsin seeks a Vice President of Wealth Management to lead the strategic direction for financial planning and investment programs. The successful candidate will oversee financial advisors, develop initiatives to enhance member services, and ensure compliance with regulatory standards. A Bachelor's degree and extensive experience in financial services is required for this role, alongside a proven track record in leadership and strategic planning. This position offers the chance to make a significant impact within the organization.

Qualifications

• Bachelor’s degree in finance, business, management, or related field required.
• Minimum ten (10) - twelve (12) years of experience in financial services, wealth management, or customer service experience required.
• Minimum five (5) years of leadership in financial services or wealth management required.

Responsibilities

• Provide strategic leadership for the wealth management program.
• Develop and execute the program strategy ensuring high-quality advisory services.
• Oversee financial advisors to drive growth and productivity.

Skills

Leadership

Financial planning

Regulatory compliance

Sales strategy

Risk management

Education

Bachelor’s degree in finance, business, management, or related field

Tools

Microsoft Office Suite

Financial planning software

CRM systems

Job description

A financial services institution in Wisconsin seeks a Vice President of Wealth Management to lead the strategic direction for financial planning and investment programs. The successful candidate will oversee financial advisors, develop initiatives to enhance member services, and ensure compliance with regulatory standards. A Bachelor's degree and extensive experience in financial services is required for this role, alongside a proven track record in leadership and strategic planning. This position offers the chance to make a significant impact within the organization.