VP, Wealth Management — Hybrid Leadership & Growth

Everwisecu; South Bend (IN); Hybrid; USD 130,000 - 160,000; Full time

Job summary

A growing credit union in South Bend is seeking a Vice President, Wealth Management to lead and expand its Wealth Management function. The ideal candidate will have extensive experience in financial planning, investment strategies, and proven capabilities in driving growth and profitability. You'll manage a talented team and oversee regulatory compliance while developing innovative wealth management solutions. Join us in making a meaningful impact for our members through exceptional financial guidance and service.

Qualifications

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

Responsibilities

• Lead Wealth Management strategy and align objectives.
• Develop budgets and optimize revenue management.
• Build and lead strategic partnerships for new channels.

Skills

Financial planning

Investment strategies

Regulatory compliance

Leadership

Strategic thinking

Communication skills

Education

Bachelor’s degree in Finance or Business Administration

Master’s degree or MBA

Tools

FINRA Series 7

FINRA Series 24

FINRA Series 63

CFP(R) designation

Job description

A growing credit union in South Bend is seeking a Vice President, Wealth Management to lead and expand its Wealth Management function. The ideal candidate will have extensive experience in financial planning, investment strategies, and proven capabilities in driving growth and profitability. You'll manage a talented team and oversee regulatory compliance while developing innovative wealth management solutions. Join us in making a meaningful impact for our members through exceptional financial guidance and service.