Vice President Wealth Management

Company Culture

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well‑being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two‑time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

• A competitive total rewards package with 4 weeks paid time off for full‑time employees, work‑anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to Linked In Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
• Hybrid:
  Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two‑week pay period.

The Vice President of Wealth Management is a senior leadership role responsible for overseeing and driving the strategic direction, growth, and operational excellence of the Elevations Credit Union’s Wealth Management team. This role focuses on delivering comprehensive financial planning, investment management, and trust services to members, while ensuring alignment with the credit union’s mission and values.

• Develop and execute the strategic vision for Wealth Management by identifying market opportunities, staying informed on industry trends and regulatory developments, and aligning goals with Elevations Credit Union’s mission, values, and growth objectives.
• Lead and develop a high‑performing team of financial professionals through coaching and performance management, while actively contributing to organizational leadership and cross‑functional collaboration. Establish career paths and succession planning to support a long‑term strategy for client transition and support.
• Monitor and manage the performance of the Wealth Management portfolio and metrics, establish revenue targets and asset growth, and oversee vendor partnerships.
• Increase the visibility and reputation of Wealth Management through internal marketing, retail referral integration, and external community engagement at industry events and functions.

Chief Experience Officer

• Bachelor’s degree or equivalent experience
• Series 7 and 66 required or obtained within 6 months of acceptance.
• Life Insurance licenses for State of Colorado
• 6 years leadership experience
• 10+ years’ experience in field of wealth management
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA)

• CFP certification preferred
• Wealth Management program leadership experience

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

• Full‑time / 40 hours per week

Exempt

The person hired into this position will likely earn between $124,969 and $166,626 plus annual bonus. Actual compensation offered may vary from the posted hiring range based on relevant experience and other factors, and will be finalized at the time of offer.

This role is anticipated to close within 45 days from the date of posting. However, if the position has not been filled, Elevations…