Desert Financial Credit Union · 5 days ago
Manager of Wealth Management Sales
Phoenix, Arizona, United States
Full-time
Onsite
Mid, Senior Level
4+ years expDesert Financial Credit Union is seeking a Manager of Wealth Management Sales to lead and coach the Investments sales team. The role is responsible for achieving sales targets, enhancing client experiences, and ensuring compliance with regulatory standards while fostering a productive work environment.
BankingFinance
Responsibilities
Lead and coach sales teams to achieve revenue targets and growth objectives through strategic guidance and performance management
Develop and maintain standardized processes that deliver exceptional client experiences while ensuring operational consistency and efficiency
Monitor organizational developments and partner product offerings to maintain current market knowledge and competitive positioning
Resolve escalated client inquiries and complex issues while participating in talent acquisition, training programs, and performance evaluations
Execute comprehensive sales strategies and business development initiatives to expand market presence
Identify emerging market opportunities and industry trends, leading business development activities including seminars, events, and client engagement initiatives
Develop and maintain strategic external networks within the local business community to drive business development opportunities, enhance brand visibility, and establish the organization as a trusted industry leader and community partner
Cultivate collaborative relationships with Wealth Management Sales and Operations teams through regular communication and active meeting participation
Strengthen internal partnerships across retail, call centers, marketing, and sales enablement while building productive cross-functional relationships
Execute all responsibilities in full compliance with organizational policies, industry regulations, and applicable laws
Maintain strict adherence to internal policies and business partner requirements while ensuring compliance with regulatory authorities including FINRA, SEC, NCUA, AZDFI, and AZDOI
Oversee procedures, product offerings, partnerships, and internal controls to ensure ongoing regulatory compliance and alignment with corporate policies
Perform additional duties as assigned to support organizational objectives
Qualification
Required
Equivalent combination of education and experience required
4+ years of Wealth Management experience required
2+ years of leadership experience required
Demonstrated success in leading teams for sales growth and building member/client relationships required
Strong coaching and mentoring abilities with experience in talent development and performance management, including the use of behavioral assessment tools required
Strong capability in developing and implementing sales training programs, onboarding new sales hires, and conducting skills assessments to identify and address competency gaps required
Strong change management capabilities with the ability to lead others through change, develop and implement change strategies, and effectively communicate transitions to stakeholders while managing resistance and ensuring adoption required
Strong organizational skills, the ability to priorities and manage multiple tasks/projects and quickly adapt to a changing environment required
Excellent communication skills, both written and verbal, with the ability to present complex financial information to a variety of audiences (internal and external partners and members) required
Ability to use a CRM (Salesforce preferred) to effectively manage member accounts, information, and sales progress and initiatives required
Proficient with MS Office Suite Products (Word, Excel, Powerpoint) required
Series 7 License required
Series 66 License (or Series 63 &65) required
Valid Arizona driver license. Motor vehicle record will be screened and the incumbent must meet Company guidelines required
AZ Life and Health Insurance required
Preferred
Bachelor's degree in Finance, Business, or related field preferred
Company
Desert Financial Credit Union
Desert Financial Credit Union is a credit union that offers financial solutions to members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Meshey
President and CEO
Jack Biggs, CFA
Senior Vice President / Chief Financial Officer
Recent News
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2026-01-20
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2026-01-05
2025-12-10
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