Job Description
Shape the future of Wealth at Meridian as Vice President. Drive innovative strategies and lead a dynamic team while focusing on AI-enhanced advisory capabilities.
As VP of Wealth, you will be at the helm of Meridian's strategies aimed at growth and member satisfaction. This high-impact position requires a proven track record in wealth management leadership, especially in scaling sales teams and implementing new service models driven by technology. Your leadership will play a critical role in increasing assets under management and the overall wealth business profile.
Key Responsibilities: • Oversee P&L for driving Wealth revenue and growth • Implement a strategic roadmap for sales and advisor success • Scale innovative advice delivery models to enhance member experience • Ensure efficient market execution of wealth offerings • Represent Meridian’s Wealth brand favorably in the industry
Requirements: • 10+ years of progressive Wealth Management experience • Dem...
As VP of Wealth, you will be at the helm of Meridian's strategies aimed at growth and member satisfaction. This high-impact position requires a proven track record in wealth management leadership, especially in scaling sales teams and implementing new service models driven by technology. Your leadership will play a critical role in increasing assets under management and the overall wealth business profile.
Key Responsibilities: • Oversee P&L for driving Wealth revenue and growth • Implement a strategic roadmap for sales and advisor success • Scale innovative advice delivery models to enhance member experience • Ensure efficient market execution of wealth offerings • Represent Meridian’s Wealth brand favorably in the industry
Requirements: • 10+ years of progressive Wealth Management experience • Dem...