Vice President Wealth Management
Elevations Credit Union
About this role
The Vice President of Wealth Management is a senior leadership role responsible for setting strategy, driving growth, and ensuring operational excellence for Elevations Credit Union’s Wealth Management team. The role focuses on delivering comprehensive financial planning, investment management, and trust services to members while aligning activities with the credit union’s mission and values. The position reports to the Chief Experience Officer and oversees a team of financial professionals.
Skills
Qualifications
About Elevations Credit Union
elevationscu.comElevations Credit Union is a member-owned financial cooperative that provides consumer and business banking services, including checking and savings accounts, loans, credit cards, mortgages, and online banking. It primarily serves communities in Colorado.
Recent company news
The Business JournalsMajor local credit union names new chief executive
1 day ago
CUInsightElevations appoints Michael Calcote as President and CEO
2 days ago
BizWestAgnes to retire as Elevations Credit Union president, CEO
Dec 1, 2025
Yellow Scene MagazinePress Release: Elevations Credit Union CEO Gerry Agnes to retire after 17 years
Dec 11, 2025
The Denver PostTop Workplaces 2025: Elevations Credit Union builds a stronger community
May 14, 2025
About Elevations Credit Union
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Elevations Credit Union.
Salary
$125k – $167k
per year
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