VP of Wealth Strategy & Growth

Everwise Credit Union; Mishawaka (IN); On-site; USD 140,000 - 180,000; Full time

Job summary

A financial institution in Indiana is seeking a Vice President of Wealth Management to lead and grow their wealth management function. This pivotal role involves creating strategic roadmaps, overseeing financial planning, and building effective advisory teams. The successful candidate will have extensive experience in wealth management and investment advisory, focusing on delivering exceptional service and driving profitability. A Bachelor’s degree in Finance or Business Administration is essential, and a Master's or CFP® designation is preferred.

Qualifications

• 10+ years progressive leadership experience in wealth management or financial services.
• 8+ years leadership experience with proven experience leading teams.
• FINRA Series 7, 24, and 63 required; CFP® designation strongly preferred.

Responsibilities

• Lead Wealth Management strategy aligning functional objectives with corporate strategy.
• Define strategic roadmap including new products and digital advisory capabilities.
• Drive cross-functional integration with Retail, Digital, Marketing, Finance, and Commercial teams.

Skills

Financial planning

Investment strategies

Regulatory compliance

Strategic thinking

Leadership

Excellent verbal communication

Business acumen

Education

Bachelor's degree in Finance or Business Administration

Master’s or MBA preferred

Job description

A financial institution in Indiana is seeking a Vice President of Wealth Management to lead and grow their wealth management function. This pivotal role involves creating strategic roadmaps, overseeing financial planning, and building effective advisory teams. The successful candidate will have extensive experience in wealth management and investment advisory, focusing on delivering exceptional service and driving profitability. A Bachelor’s degree in Finance or Business Administration is essential, and a Master's or CFP® designation is preferred.