Regional Manager, Wealth Management

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary

The role of the regional sales manager is to provide leadership over the operational, sales, and compliance activities of a team of financial advisors within Mountain America Investment Services.

Job Description

LOCATION

Tanner Building - In Office :

7167 S Center Park Drive

West Jordan, UT 84084

• In office; position offers flexibility in location, with potential consideration for the Wasatch Front, Idaho Falls, Boise, St. George, Phoenix. This role requires the ability to travel within a designated territory to meet with team members across various branch locations.

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

Leadership and Team Management :

Sales Strategy and Execution :

Compliance and Risk Management :

Collaboration and Communication :

Peer Networking and Industry Engagement :

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and / or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

Proven experience (5 years) in financial services (or a related field) sales with at least 2 years in a managerial or leadership role.

Education

Bachelor's degree in Business Administration, Finance, or related field, or equivalent experience.

Licenses, Certificates, Registrations

Computer / Office Equipment Skills

Advanced Microsoft Office Suite, Outlook, ability to learn applicable software required for role.

Managerial Responsibility

Has managerial responsibility for a group employees with diversified functions. Policies and practices may be implemented through subordinate supervisors. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates, coaches and reviews the work of assigned staff. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy / / disciplinary action.

Language Skills

Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees, members, or clients.

Other Skills and Abilities

PHYSICAL ABILITIES AND WORKING CONDITIONS

Physical Demands

Occasionally reaches with hands and arms, climbs or balances, tastes or smells. Frequently stands, walks, uses hands to handle or feel, talks and sits.

Vision Requirements

Depth perception and the ability to adjust focus, close vision, distance vision, color vision, and peripheral visual acuity is required

Weight Lifted or Force Exerted

Frequently lifts up to 25 pounds, occasionally lifts up to 50 pounds.

Environmental

Office type work environment

Noise Environment

Moderate noise level

LI-PN1

Mountain America Credit Union is an EEO / AA / ADA / Veterans employer.