SVP, Consulting Services

at  PSCU

Join the people helping people.
On January 1, 2024, PSCU and Co-op Solutions became a single entity – combining two talented teams with the same mission – both built on the foundation of the “people helping people” credit union philosophy. Our employees are our greatest asset and together, we are better positioned to innovate leading-edge technologies, deliver differentiated value to our clients and support career development opportunities for our employees. It’s an exciting and pivotal point in both legacy companies’ journeys!
For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first.
PSCU is a proud recipient of the
2023 Gallup Exceptional Workplace Award
and has been named to the
Forbes list of America’s Best Midsize Employers 2023
! These recognitions reflect the strength of our culture and core values, which help PSCU grow, evolve and foster a highly engaged workforce.
If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you’re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. “Our Momentum. Your Moment.”
This application is the first step in seizing your moment.
The SVP, Consulting Services establishes, directs, and executes the organization’s consulting services by delivering solutions, financial services expertise and strategies financial institutions can leverage to achieve their business goals. This will be done via thought leadership, data-driven analysis and creative solution delivery and execution. This role will be the spokesperson for the Advisors Plus brand and ensure the business is positioned to be of strategic value for the organization. This role will also partner with the organization’s executive leadership to set the department’s strategy, goals and priorities, and coordinate execution of the annual business plan. This position will develop and present comprehensive financial, marketing, and business plans for approval, and create scheduled and ad hoc reports. This role will also identify upside potential for Advisors Plus, and predict and mitigate potential threats or risks. The position will direct identification and pursuit of new business opportunities, including potential new consulting areas, solution bundles, sales channels and/or lines of business. And the role will ensure that all administrative support and client liaison functions are carried out in a pro-active and efficient manner.

Essential Functions & Responsibilities

• Create vision and strategic/tactical roadmap for continued growth and development of Advisors Plus; Lead and support pursuit of new markets, business opportunities, and relationships, including but not limited to, potential new clients, products, technical advances and lines of business.
• Interact effectively, proactively and responsively with the highest levels of executive management, both external senior executives of member financial institutions and internally within NewCo; Manage multiple projects and a national network of business relationships and contacts.
• Identify, quantify, manage and mitigate potential marketplace, competitive, regulatory or financial risks to the business.
• Act as a professional resource and mentor in contributing both to client engagements and internal discussions with Advisors Plus consultants regarding their specific areas of expertise; Lead and mentor preparation, articulation, and execution of business cases and implementation plans.
• Engage C-suite executives in dialogue and problem solving and support consulting staff in doing same, to build relationships and identify new business opportunities in pursuit of outstanding member satisfaction.
• Contribute to the organization’s revenue growth by achieving consulting revenue goals.
• Direct development and presentation of content for use in marketing and sales collateral, public relations, trade press, and related promotional materials.
• Actively promote the organization’s value as a leading technology and financial services company.
• Maintain in-depth knowledge of trends and developments within financial services industry to resolve future strategies and potential mutually beneficial partnership opportunities.
• Speak at, participate in panel discussions at and attend industry trade shows, seminars, user groups, and conferences as appropriate and feasible.
• Makes good hiring decisions and retains exceptional talent aligned to emerging business needs, ensures diverse and effective succession plans for all roles; encourages mobility and helps team members find stretch opportunities to expand their experience and skills.
• Identifies business risks, implements effective controls, minimizes risks and successfully evaluates controls.
• Perform other duties as assigned.

Physical Demands

• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
• Specific vision abilities required by this job include close vision
• Ability to occasionally lift/move up to 25 pounds
• Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.

Other Physical Demands
None

Supervisory Responsibility

• Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures
• Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff
• Develop and maintain staff by applying the necessary training and leadership that will allow internal growth and advancement
• Direct staff, to ensure that all duties are performed according to department performance standards

Position Specifications

• Bachelor’s Degree in Business Administration or equivalent combination of education and experience required.
• Fifteen (15) years experience in financial services or related industry required.
• Ten (10) years consulting experience required.
• Five (5) years experience in financial planning and analysis, performance management, budget development, and profit and loss reporting required.

Knowledge, Skills, & Abilities

• Demonstrate behaviors based on PSCU values: Excellence, Innovation, Leadership, Passion, Trust, and Diversity, Equity, & Inclusion
• Communicate effectively and persuasively in verbal, written and presentation formats in dealing with a broad range of constituencies, including senior management, professional staff, industry leaders, clients, and prospects
• Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
• Encourage team excellence and innovation through strong analytical, quantitative, interpersonal, and communication skills
• Model high standards of confidentiality, discretion, ethics, independent judgment, and insightful decision making in dealing with all levels of internal personnel, clients, potential business partners and vendors
• Ability to be flexible and work under high pressure in a complex environment
• Ability to travel as needed, 41-50%

Pay Equity
PSCU is committed to pay equity and a competitive benefits package. The hiring amount for this position based on relevant experience and internal equity; the pay range is:
$155,600.00
to

$272,300.00

• Note: The amount shown is based on full time annual salary and would be prorated based on role.

In addition this position is eligible for an incentive plan, based on performance.
Benefits
At PSCU, everything we do recognizes the fact that our employees are our most important asset. That’s why we are committed to a work/life integration that goes above and beyond to ensure that you have quality time at home with your family and/or to pursue outside interests and aspirations. We back this up with generous PTO, the opportunity to work remotely, flexible scheduling, and a management team that understands how to adjust when the unexpected curveballs of life happen.
Check out the comprehensive benefits PSCU has to offer that further solidifies our reputation as a company that just “gets it” when it comes to balancing life’s planned and unplanned events while equipping you with all the tools for growth.

PSCU offers:

• Beautiful, state-of-the-art campus
• Endless opportunities for advancement
• Competitive wages
• Generous paid time off and paid holidays

Our benefits package includes:

• Medical with telemedicine, no-cost diabetes supply program, and expert medical opinion services
• Dental and Vision
• Basic and Optional Life Insurance
• Company Paid Disability Insurance
• 401k (with employer match)
• Health Savings Accounts (HSA) with company provided contributions
• Flexible Spending Accounts (FSA)
• Supplemental Insurance
• Legal Plan
• Pet Insurance
• Adoption Assistance Plan
• Mental Health and Well-being: Employee Assistance Program (EAP)
• Mental health and Well-being: Virtual mental health support and resources
• Tuition Reimbursement
• Wellness program
• Back-up child care program
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.

PSCU is committed to health and safety of all who enter our workplace. If this position requires you to report onsite at a PSCU location, employee attentiveness and cooperation with PSCU Employee Safety Workplace Protocols is critical.
Please Note: For roles with certain levels of travel and/or company car usage, PSCU will require a completed Motor Vehicle Record Check, valid driver’s license, and proof of insurance at time of hire and annually.
All applications are reviewed by an AIRS Certified Diversity and Inclusion Recruiter.
PSCU is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
PSCU is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following
“EEO is the Law” Poster and the
“EEO is the Law” Poster Supplement. PSCU will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.
PSCU is an E-Verify Employer. Review the E-Verify Poster
here
(English and Spanish). For information regarding your Right To Work, please click
here (English and Spanish poster).
As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at
recruiters@pscu.com for assistance.

• Create vision and strategic/tactical roadmap for continued growth and development of Advisors Plus; Lead and support pursuit of new markets, business opportunities, and relationships, including but not limited to, potential new clients, products, technical advances and lines of business.
• Interact effectively, proactively and responsively with the highest levels of executive management, both external senior executives of member financial institutions and internally within NewCo; Manage multiple projects and a national network of business relationships and contacts.
• Identify, quantify, manage and mitigate potential marketplace, competitive, regulatory or financial risks to the business.
• Act as a professional resource and mentor in contributing both to client engagements and internal discussions with Advisors Plus consultants regarding their specific areas of expertise; Lead and mentor preparation, articulation, and execution of business cases and implementation plans.
• Engage C-suite executives in dialogue and problem solving and support consulting staff in doing same, to build relationships and identify new business opportunities in pursuit of outstanding member satisfaction.
• Contribute to the organization’s revenue growth by achieving consulting revenue goals.
• Direct development and presentation of content for use in marketing and sales collateral, public relations, trade press, and related promotional materials.
• Actively promote the organization’s value as a leading technology and financial services company.
• Maintain in-depth knowledge of trends and developments within financial services industry to resolve future strategies and potential mutually beneficial partnership opportunities.
• Speak at, participate in panel discussions at and attend industry trade shows, seminars, user groups, and conferences as appropriate and feasible.
• Makes good hiring decisions and retains exceptional talent aligned to emerging business needs, ensures diverse and effective succession plans for all roles; encourages mobility and helps team members find stretch opportunities to expand their experience and skills.
• Identifies business risks, implements effective controls, minimizes risks and successfully evaluates controls.
• Perform other duties as assigned