Vice President of Wealth Management
Websteronsitevp
Posted 6 days ago · via Workday
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Vice President of Wealth Management provides strategic leadership for the credit union’s financial planning, protection, and retirement programs. This role is responsible for developing and executing the program strategy and ensuring high-quality advisory services that meet members’ financial needs. VP oversees financial advisors to drive growth and productivity initiatives, while promoting collaboration and a strong member-focused culture. They also monitor key performance metrics and ensure program profitability. Principle Duties and Responsibilities Willingness and ability to exhibit Wellby Core Values every day.…
Read the full description on JSC Federal Credit Union's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, zoom
2
Level fit
This role is vp-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Webster. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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