Manager, Wealth & Planning (Temporary 15 months)

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future weve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear:financial wellness for all.We help British Columbians achieve their goals through personalized advice innovative technology and genuine human connection.

As one of BCs largest credit unions we serve over200000 membersacross66 brancheswith$18 billion in assets under administration.

If youre passionate about making a difference and want to join a team that values collaboration innovation and purpose join us on the journey.

Learn more:

What this role is all about:

The Manager Wealth and Planning will lead and oversee a team of wealth administrators and advisory support staff. This roleis responsible foradvisory and client satisfaction as well as supporting strategic initiatives aligned with the objectives of Beem Wealth and Planning.

This role is an15-month termposition. This role is open to a hybrid work arrangement in the Lower Mainland Fraser Valley or Kelowna region of British Columbia.

What youll do:

People and Performance Leadership

• Mentors and motivates a team of wealth administrators and advisory support staff including guiding them on best practices client relationship management and compliance
• Provides ongoing training and development opportunities ensuring the team members stay current on industry trends regulatory updates and product knowledge.
• Regularly assess team performance and address any skill gaps or performance issues
• Provide guidance andexpertisein complex financial planning and investment solutions for high-net-worth clients
• Setting and tracking performance targets for administrators and advisory support staff

Operations and Compliance

• Ensures that all team activities are fully compliant with relevant regulations standards and company includes anti-money laundering (AML) Know your client (KYC) requirements and other industry standards
• Ensure the team adoption ofnew technologiesto enhance client interactions reporting and portfolio management is successful
• Ensures that all sales and service-related processes procedures and protocols are well documented and communicated
• Track and report on key performance indicators (KPIs) and financial metrics to ensure alignment with corporateobjectivesfor individual team

Strategy Development and Planning

• Execute the regional wealth management strategy in alignment with broader corporateobjectives
• Leads and directs local business development strategies to grow our business capture market share and broaden awareness of Beem Wealth and Planning
• Acts as a key line of business contact for a wide range of corporate projectsinitiativesand committees
• Ensures effective member referral pipelines to other lines of businessin order tofullyoptimizemember value and deepen relationships

Member Experience and Loyalty

• Provides direction implements and audits member experience practicesprotocolsand standards of the reporting teams
• Responds to member concerns complaints issues
• Proactivelyidentifypotential member experience issues and help ensuretimelyimplementation of solutions

Whatyoullbring:

• Bachelors degree in Finance Economics Business Administration or related field or equivalentexperience
• Minimum5years experience in related experience ideally gained in financial services environment with an in-depth understanding of various asset classes (egequities fixed income alternatives) and financial products like mutual funds ETFs derivatives and structured products
• Provenexpertisein portfolio and office administration
• Strong knowledge of financial statements and the implications of decision-making at the enterprise level related to portfolio management
• Demonstrated ability to build relationships through fostering trust and collaboration
• A commitment to innovation driven by curiosity with a proactive approach to exploringnew ideasand solutions
• Ability to lead through volatile uncertain complex and ambiguous (VUCA) situations effectively managing conflicts and business crises
• Proven ability to attract select develop and engage effective talent supporting the organizations succession planning
• Strong commitment to delivering member-centric outcomes through all business activities
• Demonstrated ability to co-create solutions with various stakeholders to achieve business objectives

Your Total Rewards:

Required Experience:

Manager