Retail Delivery - VP - Advisory Services Officer

Posted Friday, March 13, 2026 at 10:00 AM

VICE PRESIDENT - ADVISORY SERVICES OFFICER
DEPARTMENT: RETAIL DELIVERY AND PERFORMANCE
REPORTS TO: SVP - RETAIL MEMBER SERVICE AND EXPERIENCE
JOB CODE: 11527

PAY RANGE: $ - $ ANNUALLY

POSITION AND PURPOSE

The Vice President – Advisory Services Officer is a key member of the Retail Delivery and Performance team, responsible for recruiting, expanding, and scaling advisory services across California to accelerate growth in non-interest income, while supporting broader organizational growth and member financial wellbeing objectives. The Vice President serves as a leader in shaping Golden 1’s advisory, growth strategies, while ensuring strong risk management, regulatory compliance, and operational discipline.

This role Provides senior leadership and strategic direction for Investment Services, Insurance Services, and other assigned Retail and Advisory Services, driving sustainable and safe growth and exceptional service to Golden 1’s members, communities, and employees.

Reporting to the SVP – Retail Member Service and Performance, this role serves as a visionary leader, ensures alignment with organizational goals, and fosters a culture of growth, innovation, accountability, and continuous improvement.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You play a leadership role in planning, growing, and determining business direction, fostering innovation, and managing cross-functional collaboration. You serve as a bridge between executive leadership, member service, and operational teams, ensuring alignment with the company’s mission, vision, and goals.

THE WORK

• Oversee Investment Services, Insurance Services, and other Retail Services as assigned to drive growth, maximize efficient and exceptional service to members and business partners with effective management of resource allocation and processes.
• Lead the recruitment, deployment, and expansion of advisory services, with direct accountability for territory design, coverage expansion and growth outcomes.
• Identify, evaluate, and pursue book acquisition opportunities and incremental growth strategies, partnering closely with LPL to expand investment assets and revenue.
• Establish performance metrics, coaching frameworks, and governance to ensure teams deliver consistent, compliant, high-quality advice aligned with Golden 1’s mission and vision.
• Provide strategic and operational leadership for Workplace Banking. Ensure Program is fully embedded within Golden 1’s broader advisory, retail, and digital ecosystem, serving as a key growth and engagement channel.
• Monitor and oversee assigned areas to ensure optimal operational performance, regulatory and compliance adherence, and consistent member experience.
• Ensure programs, communication, servicing, and related activities comply and fully satisfy all applicable laws and regulations.
• Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and Core Values.
• Act as a Role Model for the Golden Commitments to Leadership.
• Participate in and make recommendations for product and service enhancements.
• Collaboratively develop and implement effective marketing, educational, and promotional strategies. Work with other business units to ensure investment and insurance products and services are being offered as part of an integrated solution for members’ financial wellbeing.

GOLDEN 1 RESPONSIBILITES INCLUDE:

• Mission and Vision: Establish and implement programs that support the Credit Union’s mission, vision, Core Values, and strategic business objectives.
• Lead…