Centra Credit Union · 18 hours ago
VP CFS Wealth Management
Columbus, Indiana, United States
Full-time
Onsite
Mid, Senior Level
5+ years expCentra Credit Union is a leading financial institution headquartered in Columbus, Indiana, dedicated to making a meaningful impact in the financial lives of its members. The Vice President of CFS Wealth Management will lead a team responsible for managing and promoting wealth management services, ensuring growth and compliance while delivering exceptional member experiences.
BankingFinanceFinancial Services
Responsibilities
Promotes growth and development of CFS Wealth Management. Performs functions to lead and manage CFS Wealth Management activities and Team Members to goal achievement, strategic plan alignment, and in accordance with Centra’s values and service commitments
Sales and servicing of Property and casualty insurance
Provides business related subject matter expertise, analyzes, recommends, and introduces new products, services, and strategies to promote growth, competitiveness to market, quality user/Member experiences, and efficiency offered through CFS Wealth Management
Cultivates relationships with businesses and other external prospects through active participation in business development activities and striving for best-in-class Member Experience to facilitate retention and growth
Collaborates with CFS Wealth Management leadership as well as other internal line of business stakeholders on projects, strategic planning, cross department initiatives, referrals, Member experiences, and implementation of strategic vision of CFS Wealth Management
Negotiates and adopts contracts with third party service providers
Supervises the day-to-day operation of CFS Wealth Management. Supervisory Duties include performance management, coaching, training, development, and demonstrating and cultivating Centra’s Vision, Mission, Culture, and Core Values
Assists with forecasts of annual revenue and expenses of CFS Wealth Management and approves expenditures and ensures projections are met
Recommends agreements and strategic alliances with other Credit Unions or Credit Union Service Organizations (CUSO) to maximize economy of scale and offer CFS products and services
Ensures regulatory compliance of all products, services, and business partners
Investigates and resolves CFS product or service matters of significance ensuring compliance, follow through on commitments, mitigation of reoccurrences, minimization of any potential reputational impacts, and quality resolution and communication with stakeholders and those impacted
Develops and maintains Wealth Management policies and procedures. Ensures that CFS Investment Consultants are aligned with goals, utilizing best practices and strategies, and maintaining high service standards to each Member and those we do business with
Oversees the monthly commissions of the CFS Investment Consultants ensuring accuracy, timeliness, vendor quality/compliance, and ensuring oversight that each Consultant is recommending the best products and services for our Members
Prepares and reports on the financial condition, performance, experience, and other related issues of CFS for leadership and stakeholders
LPL, Broker/Dealer, system administration
Qualification
Required
Bachelor's Degree in Related Field
Five years to eight years of similar or related experience, including preparatory experience
Benefits
Excellent benefits
An atmosphere that fosters family and work-life integration
A heritage of strong values
A high level of Team Member engagement in the achievement of results
The opportunity for growth with the Centra Family
Company
Centra Credit Union
Centra Credit Union provides personal and business financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rick Silvers
President and CEO
David Mann
Chief Financial Officer
Recent News
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