Manager, Consumers Financial Group Program
About The Position
Consumers Credit Union (CCU) is looking for a Manager to oversee daily operations of our wealth management program, Consumers Financial Group (CFG), and drive exceptional financial planning experiences for our members. You'll play a key leadership role in influencing strategy, shaping the member experience and supporting a dynamic team. If you're equal parts strategic thinker, team champion, and relationship builder who loves creating smooth operations, developing people, and supporting financial wellness for members, this role is for you! Location: Lake Forest, Illinois (hybrid/flexible work schedule, 3 days/week onsite). There will be travel to branches and community events.
Requirements
- Bachelor's degree in business, finance, marketing, or related field (or 8+ years of relevant experience including people management).
- 5+ years in investments, sales, or related work and 2+ years of people management experience.
- Strong communication, coaching, and relationship-building skills.
- Ability to collaborate across departments and partner organizations.
- Effective presentation skills with ability to craft meaningful presentations and deliver to a variety of departments and leadership teams.
- Highly motivated, self-directed, organized, innovative and creative.
Nice To Haves
- NASD Series 7 & 65/66, and Life/Health/Disability licenses.
Responsibilities
- Elevate program awareness and conduct trainings across CCU teams-branches, contact center, mortgage, commercial, marketing, and more.
- Lead, mentor, and develop a high-performing support team, guiding everything from onboarding to performance management.
- Oversee advisor engagement and territory alignment to support strong results across all regions.
- Champion a best-in-class client experience by coaching your team, reviewing interactions, and optimizing processes.
- Build and refine referral strategies using data, partnerships, and industry insights.
- Represent CFG in community events, cross-department meetings, and partnership discussions.
- Keep content, training, and knowledge systems fresh, accurate, and engaging.
- Manage program referrals, support advisor calendaring and workload flow, and ensure accountability on lead generation.
- Partner with TruStage and CCU Risk teams to maintain compliance and oversee critical client activities.
Benefits
- Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire.
- You will be eligible to participate in the 401(k) savings plan at any time.
- You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Credit Intermediation and Related Activities
Number of Employees
501-1,000 employees
