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Elevations Credit Union · 1 day ago

Vice President Wealth Management

Boulder, CO

Full-time

Hybrid

Senior Level, Lead/Staff

$125K/yr - $167K/yr

10+ years exp

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. The Vice President of Wealth Management is responsible for overseeing and driving the strategic direction, growth, and operational excellence of the Wealth Management team, focusing on delivering comprehensive financial planning, investment management, and trust services to members.

Financial Services

Responsibilities

Develop and execute the strategic vision for Wealth Management by identifying market opportunities, staying informed on industry trends and regulatory developments, and aligning goals with Elevations Credit Union’s mission, values, and growth objectives

Lead and develop a high-performing team of financial professionals through coaching and performance management, while actively contributing to organizational leadership and cross-functional collaboration. Establish career paths and succession planning to support a long-term strategy for client transition and support

Monitor and manage the performance of the Wealth Management portfolio and metrics, establish revenue targets and asset growth, and oversee vendor partnerships

Increase the visibility and reputation of Wealth Management through internal marketing, retail referral integration, and external community engagement at industry events and functions

Qualification

Series 7Series 66Life Insurance LicenseWealth Management ExperienceCFP CertificationLeadership ExperienceTeam DevelopmentPerformance ManagementStrategic VisionRegulatory Compliance

Required

Bachelor's degree or equivalent experience

Series 7 and 66 required or obtained within 6 months of acceptance

Life Insurance licenses for State of Colorado

6 years leadership experience

10+ years' experience in field of wealth management

Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA)

Preferred

CFP certification preferred

Wealth Management program leadership experience

Benefits

A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays

Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account

Up to a 4% match on 401(k) contributions

Up to twelve weeks weeks of fully paid parental leave

An extensive Employee Assistance Program that provides personalized care options for your whole household

Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year