VP Wealth Management

Job Description

Job Description

General Summary:

Kinecta Financial & Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union, is seeking an experienced and strategic Vice President, Kinecta Wealth Management (KWM) to lead day‑to‑day operations, drive advisor performance, and guide the execution of key strategic initiatives.

This executive leader will oversee operational efficiency, manage business growth priorities, and ensure the delivery of a best‑in‑class wealth management experience for Kinecta members. The Vice President will play a critical role in shaping long‑term strategy, supporting revenue growth, and strengthening collaborative relationships across the credit union, partners, and vendor ecosystem.

Key Responsibilities

Strategic Leadership & Business Growth

• Lead the development and execution of long-term business strategies aligned with KFMC and Kinecta Federal Credit Union’s strategic pillars.
• Conduct market, competitive, and member needs analyses to identify trends, product opportunities, and service enhancements.
• Research and evaluate growth opportunities across existing business verticals to support member value and expansion.

Operational Excellence

• Manage day-to-day operations of KWM with a focus on process improvement, efficiency, and profitability.
• Design, implement, and oversee project plans including timelines, dependencies, budgets, and reporting deliverables.
• Track progress and adjust resources as needed to ensure successful implementation of initiatives.
• Partner cross-functionally with Retail, Finance, Legal, IT, HR, Marketing, and others to ensure alignment and support.

Advisor Leadership & Talent Development

• Provide hands‑on leadership, coaching, and performance management for financial advisors and CUSO management team members.
• Support hiring, onboarding, development planning, and performance review processes.
• Establish clear performance expectations and support advisor growth through coaching, setting, and accountability.

Compliance, Risk, & Vendor Oversight

• Conduct due diligence on products, services, vendors, and business transactions.
• Collaborate with Legal, Compliance, and broker/dealer partners to ensure all regulatory and operational standards are met.
• Oversee contract reviews, vendor evaluations, and industry‑best‑practice benchmarking.

External Representation

• Represent Kinecta Wealth Management with broker/dealer partners, BGAs, and select industry committees or associations.

Qualifications

Knowledge & Abilities

• Proven leadership skills with the ability to mentor advisors and inspire cross-functional teams.
• Strong understanding of investment products, advisory platforms, insurance solutions, and regulatory requirements.
• Deep knowledge of financial planning principles and member-centric service philosophies.
• Exceptional communication skills, including preparation of executive‑level presentations and reports.
• Strong project management capabilities with attention to detail and the ability to manage competing priorities.
• Skilled in analyzing data, financial metrics, and performance reports to support decision-making.

Education & Experience

• Bachelor’s degree in business, Finance, Economics, or related field required.
• Advanced degree (MBA or related) preferred.
• FINRA Series 7 and Series 66 (or Series 63/65) required; Series 24 preferred.
• Professional designations such as CFP®, ChFC®, or similar are highly advantageous.
• 7–10 years of experience in wealth management, financial services, or investment advisory.
• Experience managing financial advisors or sales teams in a brokerage or advisory setting.
• Demonstrated success executing strategic initiatives, managing operations, and leading projects.
• Experience within a credit union, financial institution, or CUSO is a plus.
• Familiarity with P&L drivers, budgeting, and forecasting.
• Experience may be a substitute for education requirements.

Why Join Kinecta?

You will be part of an organization committed to member success, advisor development, and delivering exceptional financial guidance. Kinecta offers a collaborative culture, strong strategic vision, and the opportunity to lead a thriving and growing wealth management business.

One year of relevant professional-level work experience may be substituted for one year of required education.

• The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
• The job may require flexibility with regards to scheduling days, hours, and work location, depending on business needs.
• The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.
  

Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.

While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.

The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.