Vice President Wealth Management

Elevations Credit Union(1 month ago)

HybridFull TimeExecutive$124,969 - $166,626Wealth Management

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.

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Required Skills

Strategic Vision
Team Leadership
Financial Planning
Investment Management
Trust Services
Portfolio Management
Vendor Management
Revenue Targets
Internal Marketing
Community Engagement

+5 more

Qualifications

Bachelor's Degree
Series 7
Series 66
Life Insurance License (CO)
CFP (Preferred)

About Elevations Credit Union

elevationscu.com

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