Wealth Manager

Redwood Credit Union is looking for a Wealth Manager who will be responsible for supporting the planning, organization, and management of Redwood Credit Union's Wealth Management program. Emphasis is placed on providing excellent Member satisfaction and significantly growing sales and services provided through offering full-service investment and retirement products and services.   ESSENTIAL FUNCTIONS: Leadership: • Review and identify cost-effective utilization of all resources. • Lead and direct the management of staff and directly supervised team members to ensure availability of skills and abilities needed to meet RCU’s vision, mission, values, and service doctrine. • Analyze and communicate information about performance, competition, marketplace, and company resources in a manner that balances immediate needs with those of the future. • Manage the development of all assigned Advisors through an internal business development program and motivate staff to sell and market RCU. • Participate in and represent Redwood Credit Union at internal and external events and community functions. • Compliance and Risk o Assist with Member complaints and issues o Prudent risk behavior o Code of Ethics • Internal cross business partnership and collaboration   Sales and Service Management: • Mentor and coach sales and service results. • Manage and direct assigned Advisors and Wealth Management products to provide exemplary service and generate non-interest income for RCU. • Establish and/o