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Senior Wealth Management Leader
1 month ago
Copper Financial, a subsidiary of CommunityAmerica Credit Union, is seeking a seasoned leader to drive the growth and success of our wealth management division. As a key member of our executive team, you will be responsible for leading and developing a team of licensed wealth advisors, ensuring the delivery of high-quality wealth management services and advice to clients.
Key Responsibilities:- Develop and execute strategic initiatives to drive revenue and achieve divisional goals, ensuring alignment with the overall business strategy.
- Recruit, train, motivate, and oversee the daily activities of Wealth Advisors, providing leadership, coaching, and support to ensure individual and team performance expectations are met.
- Develop a robust onboarding and advisor training program to equip advisors with the tools needed to succeed and foster strong client relationships.
- Establish individual and team sales goals, hold advisors accountable, and provide coaching and feedback to ensure success.
- Support advisors in building and managing their book of business, developing strategies to attract and retain high-net-worth clients, and identifying opportunities for growth within existing client bases.
- Ensure the delivery of exceptional wealth management services, overseeing the development of customized financial plans and investment strategies tailored to clients' needs and goals.
- Monitor and analyze market trends to ensure services remain competitive and aligned with client needs.
- Track and report on key performance indicators (KPIs) related to advisor performance, client satisfaction, and business growth, providing regular updates to senior leadership.
- Maintain high ethical standards, ensuring compliance with industry regulations and internal policies, and monitoring risk management practices within the team.
- Manage forecasting annual revenue and expenses to ensure revenue projections are met.
- Collaborate with IT personnel to implement new and improved technology and services, serving as a liaison between IT and Wealth Advisors.
- Enhance our branch referral program, tracking system, and implement a structured credit union staff training program.
- Attend credit union functions, conferences, and community meetings as necessary to promote the interests of CommunityAmerica Credit Union's wealth management offering.
- Bachelor's degree in Finance, Business, or a related field.
- A minimum of 7 years of experience in a leadership position in wealth management, financial services, or a related field.
- Series 7, 24, and 66 (or equivalent) and Life and Health insurance licenses required.
- Exceptional leadership and coaching skills, with a track record of developing and motivating high-performing teams.
- Proven experience in sales management within the financial services industry, with a strong understanding of wealth management and credit union operations.
- Excellent communication skills to build strong relationships with internal and external stakeholders.
- Strong strategic thinking and analytical abilities to drive revenue growth and optimize program performance.
