Deere Employees Credit Union
Vice President of Wealth Management
Deere Employees Credit Union is searching for a Vice President of Wealth Management who can manage the Investment and Retirement Services program along with ensuring the program is in compliance with required laws and regulations. This position will report to the President/Chief Executive Officer. The ideal candidate will carry out practice management and development initiatives by providing client on-boarding assistance, training, mentoring, planning, and appraisal performance reviews. While establishing and enforcing the policies and procedures of the credit union, this individual will maintain a structure of requirements for their fee-based business by addressing client needs regarding Retirement, Estate, Insurance, and Investment Planning. Duties include performing presentations at seminars or similar events along with maintaining on-going relationships with clients, centers of influence, CPAs, and attorneys. This position will serve as key factor in maintaining rapport with individuals who can help carry out the programs vision and goals while implementing strategic tactics in regards to helping staff understand trust, insurance, and brokerage services. The chosen candidate will also ensure the growth of the program within the credit unions current market based on market size and market share along with expanding the program outside of the current market. Candidates must have a minimum of 6 years in sales leadership success in a financial industry. A Minimum of 3 years of management experience in a brokerage operation or financial institution investment program is required. A Bachelor’s degree in a related field is required, MBA preferred. Required securities licenses include Series 7, both Series 63 and 65 OR Series 66, Series 24, Life & Health, CFP or ChFC.
Deere Employees Credit Union has been serving the employees and their family members of John Deere for approximately 80 years. With over 33,000 members, the credit union believes heavily in the commitment and dedication in providing services which has allowed them to grow and expand. As of today, members of Deere Employees Credit Union account for over $880 million in assets. In addition, the credit union offers a high level of services by ensuring their members come first along with implementing convenience through technology. A significant benefit of becoming a member of this credit union is that once you become a member, you are a member for life.
Moline is one of the four marvelous cities that make up the “Quad Cities.” Other cities include Rock Island, Davenport, and Bettendorf. This entire community accounts for approximately 588,000 individuals that make up the entire workforce for several fortune 500 corporations such as John Deere & Company, 3M, Arconic, and the Rock Island Arsenal. These employers play a significant role in the expansion of the economy. One of the regional advantages includes the option to attend one of the more than 35 colleges and universities within a 90 mile radius. With the opportunity to experience exceptional attractions, unlimited activities, and a diverse workforce in not only Moline, but also Rock Island, Davenport and Bettendorf, the “Quad Cities” is a wonderful community to visit, live, work, and raise a family.
An excellent competitive compensation package will be offered to the selected candidate.
You may recommend others for candidacy by contacting Jessica Jarman, Vice President at (800) 367-0433, extension 138 or firstname.lastname@example.org.