Regional Vice President, Wealth

at  Meridian Credit Union

WHY MERIDIAN?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

SKILLS

Preferred

• Results Oriented
• Performance Management
• Leadership
• Interpersonal
• Grows & Develops Others
• Effective Communicator
• Critical, Strategic & Systems Thinker
• Customer Focus
• Critical thinking
• Business Outcomes
• Coaching
• Change Leadership
• Business Acumen
• Adaptable

WHAT YOU WILL DO:

• Manage a team of Financial Planners by establishing and enforcing practice management standards, conducting performance reviews, assisting in the development of annual sales plans, coaching for success of sales and services targets, and providing ongoing training and development, for the overall accountability of performance for your region.
• Provide advice and support to the team to implement, develop and access complex and comprehensive financial solutions that may require a higher level of expertise.
• Provide insights to the team to help them develop business, grow portfolios according to established segment targets, and deliver excellent Wealth advice resulting in exceptional Member experiences.
• Attract and retain a team of Financial Planners by building upon a succession plan strategy and engage in the recruitment process of new advisors.
• Work collaboratively with internal partners and key external partners in order to maximize the effectiveness of the distribution network and develop an integrated, seamless experience for our Members.
• Collaborate effectively with the Retail District Vice Presidents in the region to support community events, business development activities, and other business partnerships.
• Develop and share ongoing industry wide best practices, sales, marketing and business development ideas and strategies with peers, Financial Planners, Senior Wealth Advisors and Wealth management leadership.
• Stay current on regulations and industry changes and develops strong COI’s within the industry to support your designated region.
• Provide input on the development of annual sales targets, performance criteria, reward and recognition programs, compensation programs and integrated key performance indicators.
• Resolve and troubleshoot issues with your team if Member concerns arise.
• Conduct regular reviews with your team to ensure proper execution of policies and procedures, and adherence to compliance requirements and standards. Educates staff in all areas of sales, compliance and ensure the team are up-to-date on changes.
• Promote and champion Wealth Management throughout the delivery channel, and Meridian.