Director Of Wealth Management

Shape the future of Wealth Management as a pivotal leader at UW Credit Union! We're actively seeking a Director of Wealth Management to join us in steering our growth journey.

Step into a unique phase of expansion where the potential is immense, and your leadership will play a key role in defining the trajectory of our financial planning services. If you're ready to make a significant impact, we invite you to be a key player in this exciting opportunity!

As the Director of Wealth Management, you’ll lead a dynamic team of Advisors through coaching, development, and the implementation of innovative sales and financial planning strategies. You will collaborate with the VP on long-term planning and work alongside leaders in various departments to expand and cultivate membership relationships through cutting-edge Wealth Management, financial planning, and insurance solutions. In addition, you will coordinate wholesaler relationships and stay informed about industry and regulatory trends to ensure the ongoing top performance of our innovative program.

Are you a dynamic and strategic leader with a passion for coaching and development? Do you possess strong decision-making skills, a heart for service, and a commitment to our core values? Is your knowledge in investment products and how to build a portfolio where you shine? If yes, we encourage you to apply to join our team and help shape the future of UW Credit Union.  

What You’ll Do

• Foster a high-performance environment for Advisors to build and retain member relationships, setting clear goals and providing ongoing feedback.
• Develop Advisor metrics and business plans, ensuring timely completion of required training and accurate documentation.
• Coach Advisors on financial planning, investment strategies, and adherence to policies and procedures.
• Lead sales campaigns and manage a referral-based sales pipeline, contributing to advisory account solutions with the VP.
• Mentor Advisors to act in the best interest of clients, comply with regulations, and establish strong branch relationships to drive referrals and business growth.
• Develop and refine scalable sales and service processes for efficient and consistent value delivery.
• Stay ahead of industry trends, regulations, and technologies to provide timely recommendations.
• Collaborate with the VP and Marketing department to enhance marketing strategies and become the preferred Wealth Management provider for members and employees.
• Cultivate relationships with credit union leadership to drive Wealth Management education and member referrals.
• Lead sales meetings, coordinate education sessions, and mentor team members to stay abreast of industry changes.
• Educate and motivate UW Credit Union employees on investments and insurance, collaborating on training and member education seminars.
• Achieve and report Wealth Management sales, service, and cross-functional referral goals to ensure Advisors meet monthly and annual scorecard results.
• Responsible for inclusive excellence, essential leadership duties, and the development of team and self while continuously striving to achieve UWCU’s goals, strategies & critical measures.

What You’ll Need to Succeed

• Bachelor’s degree in business or related field; relevant work experience will be considered in lieu of educational requirements.
• 5+ years of experience in a financial institution Investment Services Retail Sales program
• Licensed in the following:
  • FINRA Series 7 and 66 (63 and 65).
  • Life and Health Insurance license
• Licensed in the following is preferred:
  • FINRA Series 24
  • CFP® designation
• Demonstrated ability to produce results in the sale of financial products and services.
• Strong understanding of investment and insurance products, and financial planning.
• Ability to represent the organization in a professional manner both internally and externally.
• Strong sales orientation, interpersonal skills, and Emotional Intelligence
• Excellent written and verbal communication skills as demonstrated by the ability to write clear, concise business documents, memos, and e-mail, facilitate team meetings, and give presentations.
• Ability to travel between the Madison and Milwaukee market 

Why Work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a 2023 Top Workplaces USA and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

• 26.5+ days of annual paid time off
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 11 paid holidays (includes your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• 457 deferred-compensation plan
• Generous variable reward bonus and incentive compensation
• Competitive Medical, Dental and Vision plans, including domestic partner eligibility
• Free bus pass and bublr/ BCycle membership
• Employee Assistance Program
• Base Salary of $120,000 - $150,000 plus a highly competitive incentive program 
• Eligible relocation package, if needed 
• And more!

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.