VP, Wealth Management: Growth & Strategy Leader

EVERWISE CREDIT UNION; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

EVERWISE CREDIT UNION is seeking a Vice President of Wealth Management to lead the growth of financial services. This role involves strategic oversight of investment advisory, financial planning, and compliance, reporting directly to the Chief Banking Officer.

The ideal candidate will have extensive leadership experience and a proven track record in wealth management, complemented by strong communication and strategic thinking skills.

Join an inclusive team committed to member-centric service and operational excellence!

Qualifications

• 10+ years of leadership experience in wealth management or financial services.
• Proven track record of driving growth and profitability in investment services.
• 8+ years of experience leading teams.

Responsibilities

• Lead and grow Everwise's Wealth Management function.
• Develop and execute wealth management strategies.
• Oversee development of new channels and strategic partnerships.

Skills

Financial planning knowledge

Investment strategies expertise

Regulatory compliance knowledge

Strategic thinking

Leadership and team development

Communication skills

Education

Bachelor's degree in Finance or Business Administration

Master's or MBA preferred

Tools

FINRA Series 7

FINRA Series 24

FINRA Series 63

CFP designation

Job description

EVERWISE CREDIT UNION is seeking a Vice President of Wealth Management to lead the growth of financial services. This role involves strategic oversight of investment advisory, financial planning, and compliance, reporting directly to the Chief Banking Officer.

The ideal candidate will have extensive leadership experience and a proven track record in wealth management, complemented by strong communication and strategic thinking skills.

Join an inclusive team committed to member-centric service and operational excellence!