Wealth Manager
Napaonsitemanager
Posted 2w ago · via Lever
About this role
Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is placed on providing excellent Member satisfaction and significantly growing sales and services provided through offering full-service investment and retirement products and services.
ESSENTIAL FUNCTIONS:
Leadership:
• Review and identify cost-effective utilization of all resources.
• Lead and direct the management of staff and directly supervised team members to ensure availability of skills and abilities needed to meet RCU’s vision, mission, values, and service doctrine.…
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: outreach
2
Level fit
This role is manager-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 Napa. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
outreach
More at Redwoodcu
- View →Programmer IINapa, California
- View →Auto Sales AdvisorSanta Rosa, California
- View →Branch Operations SpecialistRohnert Park, California
- View →Senior Member Relationship Specialist (Bilingual Preferred)Rohnert Park, California
- View →Member Service Center Representative (Call Center)Napa, California
- View →Bilingual Senior Member Relationship SpecialistAmerican Canyon, California