Wealth Strategies Team Lead

Affinity Credit Union

4d • Onsite

About The Position

You’ll lead a team of Wealth professionals focused on securing the financial future of our members. This is a leadership role where you’ll combine coaching, sales leadership, and strategy to deliver an exceptional, consistent member experience in our compliance and administrative wealth functions.

Requirements

• Post-secondary diploma or degree in a related field, plus 5 years of related experience or an equivalent combination of education and experience
• Financial Planning Designation (CFP or PFP) or equivalent, as well as completion of a mutual funds course with maintenance of registration eligibility
• Industry leading sales ability in growing a book, achieving targets, making referrals, and building a pipeline using a member centric approach
• Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric sales outcomes

Responsibilities

• Grow the Wealth portfolio by identifying opportunities, leveraging performance metrics, and expanding new member acquisition
• Oversee compliance function related to Wealth Strategies team, including direction supervision of mutual funds Compliance team members
• Oversee the administrative function related to supporting the Wealth Strategies team, including supervising Wealth Strategies Administration team members.
• Collaborates with peers across the regions in serving members through sharing information, providing expertise, and providing hands-on support to increase wallet share, grow the business, and to ensure a remarkable member experience.

Benefits

• The support to grow in your career and expand your knowledge, with ample opportunities to advance
• A competitive salary plus bonuses for your hard work
• A total rewards package including health and dental benefits, pension and health spending account
• Vacation time, personal days off and a paid volunteer day to help you maintain a healthy life/work balance
• A referral bonus when you scout great talent and they’re hired to join our team
• A role with real impact helping members build financial confidence and security

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree