Wealth Manager
Napa, United States of AmericaOn-siteFull-timeSenior · 20+ yearsH1B likely
About this role
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/or implement measurement criteria for tracking results, assigning priorities and resources, and following through to ensure timely and accurate completion of assignments.
• Provide regular feedback and progress reports regarding Wealth Management sales practices and business development initiatives.
• Utilize reporting systems designed to keep the Leadership Team informed of all Wealth Management activities and production.
• Continually assess the competitiveness of all programs and practices against the relevant comparable companies, industries, and markets.
• Maintain relationships with external partners, Member Experience, Compliance, Legal, Risk, Marketing, and IT departments to deliver new products and promotions.
• Ensure compliance with pertinent government rules and regulations.
• Evaluate efforts to develop business to assure efficiency and resources are used to pursue opportunities within guidelines and policies.
• Work with Leadership on setting and meeting production goals and oversee the daily activities of assigned Wealth Management department team members.
• Design and implement training and continuing education programs for team members in conjunction with the Educational Development Department.
• Possess knowledge of department related regulations and communicate relevant updates to organization.
• Recruit, select, train, motivate, coach, evaluate and develop reporting staff.
• Lead investment initiatives, e.g., call nights, branch training, business outreach, etc.
• Travel to branches and departments regularly to market and promote Wealth Management to Members and team members.
• Maintain and recruit team members to meet targeted quantity and quality.
• Implement wealth management disciplines on effective Member engagement, planning, service models, and use of tools available through Redwood Credit Union and CUSO Financial Services.
• Develop and encourage sound Financial Planning practices by team members.
Planning:
Implement plans and policies to attain goals and objectives, measure progress and implement adjustments as appropriate.
• Support evaluation, research, and analysis to provide recommendations related to new and existing product offerings and partnerships.
• Assist in execution of Wealth Management strategic marketing plans in coordination with the Marketing & Communications Department.
• Assist in execution of strategies to support growth of Wealth Management as well as all other goals of Redwood Credit Union.
Other Functions:
• Organize community seminars on investing, retirement planning, and other financial products offered.
• Volunteer time and capital in community non-profit groups and participate in community events, volunteer boards and associations.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 25th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.