Job Description

Consumers Credit Union (CCU) is looking for a Manager to oversee daily operations of our wealth management program, Consumers Financial Group (CFG), and drive exceptional financial planning experiences for our members. You'll play a key leadership role in influencing strategy, shaping the member experience and supporting a dynamic team.



If you're equal parts strategic thinker, team champion, and relationship builder who loves creating smooth operations, developing people, and supporting financial wellness for members, this role is for you!

Location

: Lake Forest, Illinois (hybrid/flexible work schedule, 3 days/week onsite). There will be travel to branches and community events.

What You'll Do:

In this role, you'll act as the primary liaison and collaborate closely with our broker partners TruStage and LPL Financial. You'll:


Elevate program awareness and conduct trainings across CCU teams--branches, contact center, mortgage, commercial, marketing, and more. Lead, mentor, and develop a high-performing support team, guiding everything from onboarding to performance management. Oversee advisor engagement and territory alignment to support strong results across all regions. Champion a best-in-class client experience by coaching your team, reviewing interactions, and optimizing processes. Build and refine referral strategies using data, partnerships, and industry insights. Represent CFG in community events, cross-department meetings, and partnership discussions. Keep content, training, and knowledge systems fresh, accurate, and engaging. Manage program referrals, support advisor calendaring and workload flow, and ensure accountability on lead generation. Partner with TruStage and CCU Risk teams to maintain compliance and oversee critical client activities.

What You Bring:

Bachelor's degree in business, finance, marketing, or related field (or 8+ years of relevant experience including people management). 5+ years in investments, sales, or related work and 2+ years of people management experience. Strong communication, coaching, and relationship-building skills. Ability to collaborate across departments and partner organizations. Effective presentation skills with ability to craft meaningful presentations and deliver to a variety of departments and leadership teams. Highly motivated, self-directed, organized, innovative and creative. Preferred: NASD Series 7 & 65/66, and Life/Health/Disability licenses.

Compensation:

The salary range for this role is $78,198 to $125,114 per year. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.



Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.



For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers

About CCU

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We've been recognized as a Great Place to Work, and we're committed to growing both our business and our people. To learn more, visit myconsumers.org

Equal Opportunity Employer

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.



We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: HR_Dept@myconsumers.org or 877-275-2228.


Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.