Vice President of Wealth Management

Oregon State Credit Union • Corvallis, OR

3d • Hybrid

About The Position

With a strong reputation of integrity, unsurpassed service, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. Guided by our vision to create financial solutions that make lives better, we are looking for a Vice President of Wealth Management to provide strategic leadership for our investment services program and help expand the financial well-being of our members and communities. The Vice President of Wealth Management is responsible for leading and growing Oregon State Credit Union's Wealth Management program, providing direction to advisors and support staff while ensuring a productive, compliant, and member-focused operation. Reporting to the Chief Operating Officer and serving as a key organizational leader, this position partners closely with advisors, branch leadership, marketing, and executive management to drive business growth, develop strategic initiatives, strengthen member relationships, and expand awareness of investment services throughout the communities we serve. The ideal candidate is a collaborative and results-oriented leader with deep expertise in investment services, strong business acumen, and a passion for coaching high-performing teams.

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.
• Skilled at building an engaged, accountable, and member-centric culture while fostering collaboration, professional growth, and strong performance.
• Management and sales coaching experience required.
• Exceptional verbal and written communication skills with the ability to influence, negotiate, and build trust across all levels of the organization.
• Demonstrated success partnering with executive leadership, operational teams, advisors, vendors, and regulatory partners while navigating complex situations with sound judgment and professionalism.
• 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.
• 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.
• Oregon Insurance License required.
• Ability to demonstrate the legal right to work in the US.
• Pass a background screening to the satisfaction of Oregon State Credit Union.

Nice To Haves

• Series 7, 63, and 65 (or 66) licenses
• Clean FINRA record

Responsibilities

• Provide strategic leadership for the investment services program.
• Lead and grow the Wealth Management program.
• Provide direction to advisors and support staff.
• Ensure a productive, compliant, and member-focused operation.
• Partner with advisors, branch leadership, marketing, and executive management to drive business growth.
• Develop strategic initiatives.
• Strengthen member relationships.
• Expand awareness of investment services throughout the communities served.
• Identify opportunities for growth and enhanced member value.
• Develop and execute business plans, production goals, and growth strategies.
• Identify new business opportunities, strengthen referral partnerships, and expand market awareness.
• Position wealth management as a core component of the member experience.
• Lead, coach, and develop licensed financial professionals and support teams.
• Build an engaged, accountable, and member-centric culture.
• Foster collaboration, professional growth, and strong performance.
• Oversee compliant programs.
• Manage policy and procedure development.
• Work with supervisory and compliance partners to address regulatory matters effectively.

Benefits

• Competitive wages
• Bonuses
• Paid holidays
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Executive