Opportunity Description
Join Meridian Credit Union as Vice President of Wealth to innovate and lead Wealth Management initiatives. Focus on growth, advisor performance, and optimizing member engagement.
This role is committed to evolving the Wealth business by enhancing revenue streams, increasing assets under management, and developing a high-performing team. As a key player, you will lead strategic initiatives that leverage AI and data insights to foster meaningful member relationships and optimize referral conversions across all services.
Key Responsibilities:
• Direct end-to-end P&L for Wealth and drive market share
• Establish a forward-thinking Wealth strategy with measurable impacts
• Enhance advisor productivity through innovative digital solutions
• Implement effective go-to-market strategies for Wealth products
• Foster collaboration to embed digital transformation across teams
Requirements:
• 10+ years in progressive Wealth Management roles
• Successful experience in b...
This role is committed to evolving the Wealth business by enhancing revenue streams, increasing assets under management, and developing a high-performing team. As a key player, you will lead strategic initiatives that leverage AI and data insights to foster meaningful member relationships and optimize referral conversions across all services.
Key Responsibilities:
• Direct end-to-end P&L for Wealth and drive market share
• Establish a forward-thinking Wealth strategy with measurable impacts
• Enhance advisor productivity through innovative digital solutions
• Implement effective go-to-market strategies for Wealth products
• Foster collaboration to embed digital transformation across teams
Requirements:
• 10+ years in progressive Wealth Management roles
• Successful experience in b...
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