Meridian Credit Union
Meridian VP Wealth Strategy Role
Job Description
Shape the future of Wealth at Meridian as Vice President. Drive innovative strategies and lead a dynamic team while focusing on AI-enhanced advisory capabilities.
As VP of Wealth, you will be at the helm of Meridian's strategies aimed at growth and member satisfaction. This high-impact position requires a proven track record in wealth management leadership, especially in scaling sales teams and implementing new service models driven by technology. Your leadership will play a critical role in increasing assets under management and the overall wealth business profile.
Key Responsibilities:
• Oversee P&L for driving Wealth revenue and growth
• Implement a strategic roadmap for sales and advisor success
• Scale innovative advice delivery models to enhance member experience
• Ensure efficient market execution of wealth offerings
• Represent Meridian’s Wealth brand favorably in the industry
Requirements:
• 10+ years of progressive Wealth Management experience
• ...
As VP of Wealth, you will be at the helm of Meridian's strategies aimed at growth and member satisfaction. This high-impact position requires a proven track record in wealth management leadership, especially in scaling sales teams and implementing new service models driven by technology. Your leadership will play a critical role in increasing assets under management and the overall wealth business profile.
Key Responsibilities:
• Oversee P&L for driving Wealth revenue and growth
• Implement a strategic roadmap for sales and advisor success
• Scale innovative advice delivery models to enhance member experience
• Ensure efficient market execution of wealth offerings
• Represent Meridian’s Wealth brand favorably in the industry
Requirements:
• 10+ years of progressive Wealth Management experience
• ...