Vice President of Wealth Management

Job description

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. What you will need to be successful: • Investment Services & Wealth Management Expertise: 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 with the ability to identify opportunities for growth and enhanced member value. • Strategic Leadership & Business 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. • Talent Development & Team Leadership: 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. • Communication, Collaboration & Relationship Building: 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. • Risk Management & Compliance: 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. • Experience & Education: 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. Series 7, 63, and 65 (or 66) licenses with a clean FINRA record are preferred. Oregon Insurance License required. Ways we'll appreciate you: • A collaborative and positive workplace culture • Initial and on-going support, training and mentorship • Competitive wages, bonuses, paid holidays and 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 Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better. Location: Operations Center – 4800 SW Research Way, Corvallis Work type: Full-Time, Hybrid, Exempt Compensation: $186,538 – 196,900k/year DOE + bonus Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities. The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.