Position Overview
Lead innovative Wealth Management strategies at Meridian Credit Union. Drive growth, enhance advisor productivity, and utilize cutting-edge technology to transform member relationships.
This Vice President of Wealth role is pivotal in shaping the future of Wealth Management at Meridian. You will oversee P&L accountability, aiming for revenue growth and increased assets under management while pioneering new financial planning strategies. The position requires a blend of leadership skills, business acumen, and an eye for data-driven innovations.
Key Responsibilities:
β’ Own P&L for Wealth business, driving revenue and AUM growth
β’ Execute multi-year strategy improving sales and advisor performance
β’ Scale and innovate virtual Wealth Advice Centre
β’ Lead referral-driven commercialization across the enterprise
β’ Champion digital excellence and transformation within Wealth
Requirements:
β’ 10+ years in Wealth Managemen...