VP, Wealth Management

Local hybrid remote 60 miles from Clarksville, TN. **Compensation** - Performance Bonuses: Based on AUM growth, revenue generation, and team development - Total Compensation Potential: $130,000 - $175,000+ **Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.** **Benefits Package** - Generous 401(k) with up to 6% employer matching contributions - Comprehensive health, dental, and vision insurance - Employer paid life insurance, LTD and disability coverage - Generous PTO plan & 12 paid holidays - Professional development support and continuing education - Professional licensing and certification maintenance reimbursement - Employee loan discounts and financial services benefits **POSITION PURPOSE** The Vice President of Wealth Management is responsible for leading and expanding the Credit Union’s wealth management program to drive member financial success and organizational growth. This role develops and executes strategic initiatives to grow assets under management, enhance advisor productivity, and deepen member relationships through comprehensive investment, retirement, and financial planning solutions. As program manager, the Vice President serves as the primary liaison between wealth management operations, advisors, and credit union leadership to ensure seamless integration, regulatory compliance, and exceptional member experience. **ESSENTIAL FUNCTIONS AND BASIC DUTIES** **Team Development & Leadership** - Lead, mentor, and develop a small but growing team of Financial Advisors. - Recruit and onboard additional advisors as the program expands. - Create training programs and best practices to elevate team performance. - Foster a collaborative, high-performance culture focused on member service excellence. - Manage team to include monitoring goals, objectives, managing day-to-day operational activities and conducting ongoing coaching/counseling and annual performance reviews. - Attend and participate in all required meetings, training, and committees. **Business Development & Growth** - Drive strategic growth of our wealth management program across our 8-branch network. - Develop and execute plans to expand AUM and attract new high-net-worth members. - Build relationships with branch managers and staff to generate referrals and cross-selling opportunities. - Identify market opportunities within our Nashville, Clarksville, and Hopkinsville communities. - Represent Fortera Credit Union at community and civic events and networking functions. **Direct Client Management** - Maintain and grow your own book of business, managing relationships with high-net-worth members. - Provide comprehensive wealth management services including investment planning, retirement planning, and estate planning guidance. - Conduct financial reviews and develop customized wealth management strategies. - Deliver exceptional member experiences that reflect Fortera’s values. - Ensure timely and professional communication with all clients. **Strategic Planning & Execution** - Establish goals, performance metrics, and growth targets for the wealth management program. - Monitor team and individual performance, implementing strategies to achieve revenue and member satisfaction objectives. - Report on division performance to senior leadership with regular updates and analysis. - Develop long-term vision for scaling the wealth management program. - Create and manage departmental budgets. **Compliance & Risk Management** - Ensure all wealth management activities adhere to credit union policies, regulatory requirements, and industry best practices to include Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act complia…