VP, Financial Institution Strategy – Banks/Credit Unions
Core
Lead the outsourced wealth solution strategy for credit unions by driving policy, process, and product enhancements to support successful wealth programs.
Role type
VP, Financial Institution Strategy (Credit Unions)
Builds
Scalable wealth management solutions and standardized onboarding processes for credit union clients.
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Strategic planning, data analysis, cross-functional collaboration, process improvement, business intelligence management, stakeholder management, industry trend analysis
Preferred skills
Series 7 & 66 (63/65) licenses
Technologies
Business intelligence frameworks, metrics toolsets
Responsibilities
Execute business strategy through policy and process enhancements; leverage data to track program performance and identify trends; build processes to share metrics with stakeholders; partner with relationship management to execute scalable solutions; collaborate on standardized implementation and onboarding processes; monitor industry trends to inform innovation; manage business line business intelligence frameworks.
Seniority
VP, strategic leadership