Ecu
VP, Wealth Management
South Bend, Indiana 46601 - Corporate · Vp
Sponsorship not specifiedDetected 30 days ago
LeadershipCommunicationOrganizational Skills
About the role
- The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union's Wealth Management function.
- The incumbent provides oversight leadership for all investment advisory, brokerage, trust, and financial planning services.
- This role reports to the Chief Banking Officer.
Responsibilities
- Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.
- Develop budgets and accountable for Wealth Management revenue optimization, expense management, margin expansion, and long-term financial sustainability.
- Establish and implement enterprise-level operational frameworks that are efficient, scalable, and provide quality service to our members.
- Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.
- Champion the design and delivery of a holistic, relationship-based financial planning experience that differentiates Everwise in the marketplace.
- Identify and implement strategies to elevate advisor productivity, deepen member relationships, and expand advisory capabilities.
- Oversee experience-driven service models that support high net-worth, mass affluent and emerging wealth members.
- Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.
- Build highly effective and well-informed advising teams.
- Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).
Requirements
- 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.
- 8+ years leadership experience with proven experience leading teams.
- Proven track record of driving growth and profitability in a wealth management or investment services environment.
Nice to have
- Bachelor's degree in Finance, Business Administration, or related field (Master's or MBA preferred).
- FINRA Series 7, 24, and 63 (or equivalent) required
- CFP® designation strongly preferred.
- Experience working with a broker/dealer preferred.
Skills
- Deep knowledge of financial planning, investment strategies, and regulatory compliance.
- Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution.
- Strong business acumen with deep knowledge of investment, fiduciary and advisory practices.
- Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences.
- High integrity and commitment to member-centric service.
Benefits
- Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.
- Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.
This listing is sourced directly from Ecu's careers page and normalized into a canonical job model.