Top 2 Wealth manager Jobs in Seymour In

VP CFS Wealth Management
Centra Credit Union —Columbus, IN
- 5 years
- Office
- Bachelor's degree

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VP CFS Wealth Management
Centra Credit Union —Columbus, IN
Collaborates with CFS Wealth Management leadership as well as other internal line of business stakeholders on projects, strategic planning, cross department…

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VP CFS Wealth Management

Centra Credit Union -
Columbus, IN

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Job Details

Qualifications

Revenue growth
Business development management
Preparation of internal financial performance reports
Financial sales
Strategic goal setting
Service agreement management
Strategic management
Financial services customer support
Interpretation
System administration
Team leadership
5 years
Coaching
Performance management strategy
Business analysis
Finance industry sales team management experience
Revenue forecasting
Team development
Managing financial planning clients
Vendor compliance management
Bachelor's degree
Portfolio management advisory services
Team training
Direct contracting
Financial product expertise
Business alliance strategy
Industry knowledge of financial regulations
Financial strategy recommendations
Vendor communication
Sales development

Full Job Description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a Centra has an opportunity for a Vice President CFS Wealth Management based in Columbus, Indiana. This position serves the financial needs of Credit Union Members and Non-Members through consultation, sell, and portfolio management of Centra Financial Services (CFS) Wealth Management financial products and services. This individual is responsible for leading the CFS Investment Consultants and CFS Wealth Management Support Team Members to grow market visibility, market share, organizational health, net new assets, number of Members served with a strong emphasis on coaching and development of CFS Investment Consultants and cultivating service and value for our Members and our Communities.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

Promotes growth and development of CFS Wealth Management. Performs functions to lead and manage CFS Wealth Management activities and Team Members to goal achievement, strategic plan alignment, and in accordance with Centra’s values and service commitments.
Sales and servicing of Property and casualty insurance.
Provides business related subject matter expertise, analyzes, recommends, and introduces new products, services, and strategies to promote growth, competitiveness to market, quality user/Member experiences, and efficiency offered through CFS Wealth Management.
Cultivates relationships with businesses and other external prospects through active participation in business development activities and striving for best-in-class Member Experience to facilitate retention and growth.
Collaborates with CFS Wealth Management leadership as well as other internal line of business stakeholders on projects, strategic planning, cross department initiatives, referrals, Member experiences, and implementation of strategic vision of CFS Wealth Management.
Negotiates and adopts contracts with third party service providers.
Supervises the day-to-day operation of CFS Wealth Management. Supervisory Duties include performance management, coaching, training, development, and demonstrating and cultivating Centra’s Vision, Mission, Culture, and Core Values.
Assists with forecasts of annual revenue and expenses of CFS Wealth Management and approves expenditures and ensures projections are met.
Recommends agreements and strategic alliances with other Credit Unions or Credit Union Service Organizations (CUSO) to maximize economy of scale and offer CFS products and services.
Ensures regulatory compliance of all products, services, and business partners.
Investigates and resolves CFS product or service matters of significance ensuring compliance, follow through on commitments, mitigation of reoccurrences, minimization of any potential reputational impacts, and quality resolution and communication with stakeholders and those impacted.
Develops and maintains Wealth Management policies and procedures. Ensures that CFS Investment Consultants are aligned with goals, utilizing best practices and strategies, and maintaining high service standards to each Member and those we do business with.
Oversees the monthly commissions of the CFS Investment Consultants ensuring accuracy, timeliness, vendor quality/compliance, and ensuring oversight that each Consultant is recommending the best products and services for our Members.
Prepares and reports on the financial condition, performance, experience, and other related issues of CFS for leadership and stakeholders.
LPL, Broker/Dealer, system administration.

Education and Experience: (Equivalent combination of education & experience will be considered.)

Bachelor's Degree in Related Field
Five years to eight years of similar or related experience, including preparatory experience.

Centra is an Equal Opportunity Employer.

Education

Required

Bachelors or better

Preferred

5-8 years related experience or better
Equivalent combination education & experience or better

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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