VP, Wealth Management

Job Description:

Position Summary:

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. The VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. This role reports to the Chief Banking Officer.

Primary Responsibilities & Duties:

• Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.

• Define the Wealth Management teams multi-year strategic roadmap including new products, digital advisory capabilities, and emerging wealth solutions.

• Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.

• 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.

• Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).

• Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.

• Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.

• 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.

• Direct enterprise risk management practices for all investment and advisory activities including supervision and compliance oversight.

• Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.

• Build highly effective and well-informed advising teams. 

• Drive cross-functional integration with Retail, Digital, Marketing, Finance and Commercial teams.

Knowledge/ 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.

• Strong leadership, influencing, and team development skills.

• 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.

Minimum Requirements:

• Bachelor’s degree in Finance, Business Administration, or related field (Master’s or MBA preferred).

• 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.

• 8+ years leadership experience with proven experience leading teams.

• FINRA Series 7, 24, and 63 (or equivalent) required; CFP® designation strongly preferred.

• Proven track record of driving growth and profitability in a wealth management or investment services environment.

• Experience working with a broker/dealer preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.