Vice President of Wealth Management

About the role

Guided by our vision to create financial solutions that make lives better, Oregon State Credit Union is seeking a Vice President of Wealth Management to lead and grow its investment services program. This role will provide strategic leadership, partner with advisors and branch leadership, and drive business growth.

Responsibilities

• Lead and grow Oregon State Credit Union's Wealth Management program
• Provide direction to advisors and support staff
• Ensure a productive, compliant, and member-focused operation
• Partner closely with advisors, branch leadership, marketing, and executive management
• Drive business growth, develop strategic initiatives, strengthen member relationships, and expand investment services awareness

Requirements

• Extensive knowledge of investment and insurance products, wealth management strategies, suitability standards, and regulatory requirements
• Strong understanding of investment services operations, compliance practices, advisor supervision, and program development
• Demonstrated success developing and executing business plans, production goals, and growth strategies
• Proven ability to identify new business opportunities, strengthen referral partnerships, expand market awareness, and position wealth management as a core component of the member experience
• Proven experience leading, coaching, and developing licensed financial professionals and support teams
• Exceptional verbal and written communication skills with the ability to influence, negotiate, and build trust across all levels of the organization
• Strong understanding of investment services compliance requirements, suitability standards, and regulatory expectations
• Experience overseeing compliant programs, managing policy and procedure development, and working with supervisory and compliance partners to address regulatory matters effectively

Qualifications

• Twelve years of experience in the investment and insurance industry with prior management experience required
• Bachelor's degree or equivalent combination of education, training, and experience required
• Series 7, 63, and 65 (or 66) licenses with a clean FINRA record are preferred
• Oregon Insurance License required

Skills

• Collaborative and results-oriented leadership
• Talent development and team leadership
• Strategic planning and business development
• Communication, collaboration, and relationship building
• Risk management and compliance

Benefits

• Competitive wages, bonuses, paid holidays and paid time off
• 100% credit union paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available
• 401k Plan with an amazingly generous credit union match
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs

Pay

$186,538 – 196,900k/year DOE + bonus

Schedule

Full-Time, Hybrid, Exempt