VP, Wealth Management

Local hybrid remote 60 miles from Clarksville, TN.

• Performance Bonuses:
  Based on AUM growth, revenue generation, and team development
• Total Compensation Potential: $130,000 - $175,000+

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

• Generous 401(k) with up to 6% employer matching contributions
• Comprehensive health, dental, and vision insurance
• Employer paid life insurance, LTD and disability coverage
• Professional development support and continuing education
• Professional licensing and certification maintenance reimbursement
• Employee loan discounts and financial services benefits

The Vice President of Wealth Management is responsible for leading and expanding the Credit Union’s wealth management program to drive member financial success and organizational growth. This role develops and executes strategic initiatives to grow assets under management, enhance advisor productivity, and deepen member relationships through comprehensive investment, retirement, and financial planning solutions. As program manager, the Vice President serves as the primary liaison between wealth management operations, advisors, and credit union leadership to ensure seamless integration, regulatory compliance, and exceptional member experience.

• Lead, mentor, and develop a small but growing team of Financial Advisors.
• Recruit and onboard additional advisors as the program expands.
• Create training programs and best practices to elevate team performance.
• Foster a collaborative, high-performance culture focused on member service excellence.
• Manage team to include monitoring goals, objectives, managing day-to-day operational activities and conducting ongoing coaching/counseling and annual performance reviews.
• Attend and participate in all required meetings, training, and committees.

• Drive strategic growth of our wealth management program across our 8-branch network.
• Develop and execute plans to expand AUM and attract new high-net-worth members.
• Build relationships with branch managers and staff to generate referrals and cross-selling opportunities.
• Identify market opportunities within our Nashville, Clarksville, and Hopkinsville communities.
• Represent Fortera Credit Union at community and civic events and networking functions.

• Maintain and grow your own book of business, managing relationships with high-net-worth members.
• Provide comprehensive wealth management services including investment planning, retirement planning, and estate planning guidance.
• Conduct financial reviews and develop customized wealth management strategies.
• Deliver exceptional member experiences that reflect Fortera’s values.
• Ensure timely and professional communication with all clients.

• Establish goals, performance metrics, and growth targets for the wealth management program.
• Monitor team and individual performance, implementing strategies to achieve revenue and member satisfaction objectives.
• Report on division performance to senior leadership with regular updates and analysis.
• Develop long-term vision for scaling the wealth management program.
• Create and manage departmental budgets.

• Ensure all wealth management activities adhere to credit union policies, regulatory requirements, and industry best practices to include Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance.
• Maintain proper licensing and certifications for yourself and team members.
• Oversee proper documentation and member communication standards.
• Stay current on regulatory changes and industry developments.
• Implement and maintain compliance procedures and controls.
• Ensure work area and assigned equipment are clean, secure, and well maintained.

• Partner with retail banking, lending, and marketing teams to create integrated financial solutions
• Work with branch leadership to maximize wealth management visibility and referrals across all locations
• Coordinate with operations to ensure seamless member experiences
• Contribute to organizational strategic planning initiatives
• Perform other duties as assigned by management.

• Investments and/or assignments are efficiently delivered in accordance with established regulatory guidelines and Credit Union policies and standards.
• Good business relations exist with external vendors, and their questions are promptly addressed.
• Assistance is provided as needed.
• Good working relations exist with CU personnel. Assistance is provided as needed.
• Management is appropriately informed of area projects, activities and of any…