Jobs
>
Anaheim

    Wealth Management Program Manager - Anaheim, United States - Credit Union of Southern California

    Credit Union of Southern California
    Credit Union of Southern California Anaheim, United States

    3 weeks ago

    Default job background
    Description

    Job Type

    Full-time

    Description

    We are hiring a Wealth Management Program Manager who directs the sales of Wealth Management, manages the day-to day operations, ensures compliance with applicable laws and regulations and assists in the development of the Financial Advisors and Licensed Branch Employees (LBE's). In addition, assists in all aspects of potential transactions; coordinates appropriate due diligence activities; attends meetings and collaborates with management teams in Retail Operations and SoCal Wealth Management.

    Business Hours: Monday - Friday: 8:30AM to 5:30PM*

    *Based upon business needs, our positions may require working flexible hours, including weekends.

    Why Work at CU SoCal?

    Besides being a part of a great team that is dedicated to building better lives for our team members and Members, we offer competitive pay, great health benefits and a culture like no other

    CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It's a place where people come before profit, a place where you can build a career that's more than a job, and where the work you do has meaning and purpose.

    Our Culture and Values

    We are a purpose driven organization. Purpose mobilizes people in a way that pursuing profits never will. Our purpose ignites passion within our team members and inspires trust from our Members. This makes a winning combination.

    We are more than a place people bank. Our industry is filled with people who can count. At CU SoCal, we are people others can count on.

    We work hard, play hard, and laugh along the way. We recognize that every single one of us is a valuable contributor. We have a strong culture of learning and accountability in a collaborative, team environment.

    We're a team of passionate, committed professionals dedicated to the same goal: Build Better Lives Through Exceptional Member Experiences, Every Time.

    Requirements

    Minimum Qualifications

    • High School Diploma or equivalent.
    • 5+ years of relevant experience at the Program Manager level.
    • 5+ years of people management.
    • This role requires driving and must meet and maintain the following requirements:
      • Hold a valid CA state driver's license in good standing that is not actively suspended, revoked, or restricted.
      • Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement.
      • Must maintain state liability auto insurance coverage with a minimum of 100/300/100 limits on the vehicle that will be used for work.
      • Maintain a clean Motor Vehicle Records (MVR).
    Preferred Qualifications
    • Bachelor's degree with major coursework in business, finance or a field related to the work.
    • FINRA registrations such as Series 7, 24, 66, etc. - active in good standing.
    • California Life and Variable Contract licenses
    • Client Account Management Systems, LPL (ClientWorks and/or MoneyGuide Pro.)
    Skills and Abilities
    • Working knowledge of Microsoft Office applications, specifically Outlook, Word and Excel.
    • Investment and Trust products and services at financial institutions.
    • Advance financial modeling, analysis and research in heavily transactional situations.
    • Monitors best practices and establishes metrics related to developing, implementing, administering, reviewing and evaluating for a profitable business model.
    • Employee supervision, including work planning, assignment review and evaluation.
    • Developing and implementing goals, objectives, policies, procedures, work standards and internal controls.
    • Knowledge of, or experience in business and sales development.
    • Interpreting, applying and explaining laws and regulations.
    Essential Responsibilities
    • Formulates and recommends strategic business plan for achieving revenue and profitability targets for short and long-term business results.
    • Develops, implements, and monitors progress in executing long-term plans and goals for achieving targeted business results.
    • Coordinates and implements ongoing and periodic due diligence for current and potential transactions, products, services and/or associated vendor contracts and agreements.
    • Ensures proper flow of information between finance, legal, information technology, marketing, human resources and other departments of the Credit Union.
    • Reviews ongoing operations of SoCal Wealth Management and coordinates with Wealth Advisors and Chief Operating Officer as to current and future needs for new development and restructures; designs projects based upon strategic goals.
    • Creates business plans, including timelines, budget/forecasts for projects.
    • Along with Wealth Advisors, establishes performance requirements and personal development targets for Financial Advisors and administrative team members.
    • Regularly monitors the performance of Financial Advisors and administrative team members and gives coaching and feedback when appropriate.
    • Reviews ongoing operations and developments in the financial institution arena with a focus on best-in-class industry benchmarks and standards.
    • Participates in, completes other projects, duties or tasks as needed by, or requested by Wealth Advisors and Chief Operating Officer.
    • Complete understanding and active application the Exceptional Experience Guide expectations.
    • Must be able and available to work a "hybrid" schedule, per business operations requirement, as needed.
    • Additional duties and responsibilities, as assigned.
    Pay Scale: Min $87,500 / Mid $109,800 / Max $132,000* per year

    *Actual compensation will be based on geographical location, work experience, education and/or skill level.

    CU SoCal is an equal opportunity employer. All decisions are based only on the individual's qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice.

    We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.
  • CalOptima

    Program Manager

    1 week ago

    CalOptima Orange, United States

    **Program Manager** · **CalOptima** · **CalOptima Health** is seeking a highly motivated an experienced **Program Manager** to join our team. Under the general direction of the Director, the Program Manager (Quality Analytics (CMS Stars)) will collaborate and coordinate with lead ...

  • CalOptima

    Program Manager

    4 days ago

    CalOptima Orange, United States

    **Program Manager (Behavioral Health)** · **CalOptima** · **CalOptima Health** is seeking a highly motivated an experienced **Program Manager (Behavioral Health)** to join our team. The Program Manager (PM) plays a vital role in the program design, development and implementation ...

  • Community Resources for Justice

    Program Manager

    1 week ago

    Community Resources for Justice Orange, United States

    Community Resources for Justice (CRJ) is a unique, 145-year-old nonprofit organization that provides direct care as well as research and consulting services within the areas of the Mental Health, Criminal Justice, and Public Policy fields. Our four divisions, Social Justice Servi ...

  • APPLIED COMPOSITES INC

    Program Manager 3

    1 week ago

    APPLIED COMPOSITES INC Brea, United States

    Applied Composites (AC) is seeking a **Program Manager 3** responsible for planning, organizing, and managing all activities necessary to ensure the successful completion of the assigned program within established objectives. Oversees program lifecycle and ensures results meet qu ...

  • Lutheran Social Services of Southern California

    Program Manager, Calaim Programs

    1 week ago

    Lutheran Social Services of Southern California Santa Ana, United States

    : · - Lutheran Social Services of Southern California began in December 1944 when a group of_ _Lutheran congregations in San Diego came together to discuss how to better assist families in need. They began discussing how to form a Welfare Commission. Their vision expanded when th ...

  • Safran Passenger Innovations

    Staff Program Manager

    1 week ago

    Safran Passenger Innovations Brea, United States

    Embark on a transformative career with Safran Passenger Innovations, where we are forging an unparalleled in-flight entertainment ecosystem. As an innovative company we design and engineer world-class In-Flight Entertainment and Connectivity (IFEC) solutions. Our products are con ...

  • The Coalition of Orange County Community Health Centers

    Quality Program Manager

    4 days ago

    The Coalition of Orange County Community Health Centers Santa Ana, United States

    **Position Description** · **Title**: Quality Program Manager (QPM) · **Reports To**: Director of Quality Management (DQM) · **Salary Range**: $80,000 - DOE Annual Basis · **Hours**: 1.0 FTE · **Legend**: · **Position Summary**: The Quality Program Manager (QPM) provides support ...

  • Virgin Galactic

    Program Manager, Test

    3 weeks ago

    Virgin Galactic Tustin, United States

    Your Mission at Virgin Galactic · As a Program Manager within our Test & Evaluation Program Team, you will be responsible for planning, integration, and execution of one or more Test & Evaluation programs/projects on the Spaceship Delta Program. Test & Evaluation programs/project ...

  • Spread Your Wings, LLC.

    Ils Program Manager

    6 days ago

    Spread Your Wings, LLC. Santa Ana, United States

    **Brand new opportunity in Garden Grove, California.** · **This is what we offer**: · - Company paid medical plan for employee only. · - Eligible for Medical, Dental and Vision coverage for self or family - Becomes active the 1st day of the following month after the day of hire. ...

  • Phoenix Industries

    Scientific administrator for program management in Smart City

    3 weeks ago

    Phoenix Industries Placentia, United States

    The state capital of Hannover is looking for a scientific clerk at the EG 13/A 13 level for the program management of Smart City in the department of fundamental issues and cross-cutting tasks for the Office of the Mayor. The department is assigned to the area of fundamental matt ...

  • Akua Behavioral Health

    Program Manager

    3 weeks ago

    Akua Behavioral Health Costa Mesa, United States

    **Position**: Program Manager · **Type/Shift**: Salaried, Full-Time, Exempt · **Compensation** · - Base Salary: $80,000 - $90,000 · - Performance Bonus: Up to $26,000 · - Employee Ownership Shares (ESOP) · - Benefits: Health Insurance, PTO & Sick Leave, Educational Stipend · The ...

  • Akua Behavioral Health

    Program Manager

    1 week ago

    Akua Behavioral Health Costa Mesa, United States

    **Position**: Program Manager · **Type/Shift**: Salaried, Full-Time, Exempt · **Compensation** · - Base Salary: $90,000 - $100,000 · - Performance Bonus: Up to $500 per week · - Employee Ownership Shares (ESOP) · - Benefits: Health Insurance, PTO & Sick Leave, Educational Stipend ...

  • Ducommun Incorporated

    Program Manager

    3 weeks ago

    Ducommun Incorporated Gardena, United States

    **Job Snapshot**: · **Location**: · Gardena, CA**Job Type**: · - Other- · **Date Posted**: · - 5/8/2024**Program Manager** · The following describes in general terms the purpose and scope of the position. The Program Manager I is responsible for the execution of all aspects of th ...

  • U.S. VETS

    Program Manager

    1 week ago

    U.S. VETS Los Angeles, United States

    **Program Manager - West Los Angeles** · **Level**: Management · **Job Location**: USVETS West LA - Los Angeles, CA · **Position Type**: Full Time · **Education Level**: 4 Year Degree · **Salary Range**: $70, $94,091.00 Salary · **Travel Percentage**: Up to 25% · **Job Shift**: A ...

  • FabFitFun

    Program Manager

    3 weeks ago

    FabFitFun Los Angeles, United States

    FabFitFun is searching for a Program Manager to join our team This role will report to our Senior Program Manager (Program Management Organization) and be focused on bridging front office and back office operations, focusing on (but not limited to) business operations and informa ...

  • Molina Healthcare

    Program Manager

    2 weeks ago

    Molina Healthcare Long Beach, United States

    Job Summary · Job Duties · Plans and directs schedules as well as project budgets. · Monitors the project from inception through delivery. · May engage and oversee the work of external vendors. · Focuses on process improvement, organizational change management, program management ...

  • Arrow Electronics, Inc.

    Program Manager

    1 week ago

    Arrow Electronics, Inc. Foothill Ranch, United States

    **Position**: · Program Manager · Summary · **Work Arrangement**: · - ** Fully Remote**: Must be able to travel to an Arrow office location as requested by Arrow leadership. · **What You Will Be Doing**: · - As a Program Manager, you are responsible for managing the end-to-end ex ...

  • First To Serve, Inc.

    Program Manager

    2 weeks ago

    First To Serve, Inc. Los Angeles, United States

    Job description · The Program Manager is responsible for overseeing the work and results of the programs in which they manage. Program managers monitor the program's progress and decide on best practices for the program and/or department. · - Monitor overall functioning of the pr ...

  • CEDARS-SINAI

    Program Manager

    2 weeks ago

    CEDARS-SINAI Los Angeles, United States

    **Align yourself with an organization that has a reputation for excellence** · Cedars-Sinai secured the National Research Corporation's Consumer Choice Award 19 years in a row for providing the highest-quality medical care in Los Angeles. We were also awarded the Advisory Board C ...

  • Pervan Industries

    Program Manager

    2 weeks ago

    Pervan Industries Compton, United States

    We are seeking a skilled and experienced Program Manager to join our dynamic team in the aerospace industry. As a Program Manager, you will be responsible for overseeing and managing the successful execution of aerospace projects from inception to completion. You will work closel ...