Manager- Wealth Management

Tru. West Credit Union seeks a Wealth Management Manager to lead and oversee advisors and administrators, driving business growth and client satisfaction. This role fosters key relationships with internal units and external partners, ensuring regulatory compliance.

Responsibilities include

supporting financial education, budget planning, and performance reporting. Candidates possess a Bachelor's degree or equivalent certifications (Series 6/7, 66/63&65), 5-8 years related experience, and strong leadership, interpersonal, and problem-solving skills. Proficiency in MS Office and Salesforce is expected. We offer a competitive salary starting at $107K+ and comprehensive benefits, including first-day medical and 401k match, in a supportive environment.