Jobs at Wellby Financial

Leads Wellby Financial’s brand voice, communications, content strategy, public relations, media engagement, social media, executive messaging, sponsorships, and partnerships. Creates and oversees marketing content across email, web, campaigns, and external channels while ensuring consistent messaging, regulatory alignment, and reputation management. Provides strategic guidance to leadership, mentors team members, coordinates cross-functional deliverables, and supports scalable brand and communications processes.

Supports Microsoft 365, cloud systems, identity and access management, cybersecurity compliance, service desk escalations, hardware deployment, troubleshooting, patching, backups, documentation, audits, and business continuity. The role assists with workstation and device setup across branch locations, analyzes operational metrics, supports technology projects, and helps maintain secure, reliable IT services. Travel to branch and administrative offices may comprise up to 40% of working time.

Monitor SIEM and security tools to detect, analyze, contain, and remediate incidents. Conduct vulnerability assessments, penetration testing, system hardening, patch monitoring, secure configuration reviews, and enforce security policies. Coordinate with IT teams and vendors, promote security awareness training, participate in audits and risk assessments, and report suspicious activity per BSA requirements.

Manage end-to-end scheduling and operations for learning programs, maintain the LMS (Workday Learning), coordinate logistics and communications, assist content development and budgeting, track training completions and compliance, and support data integrity and process improvements across onboarding, retail, and leadership development.

Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend lending and deposit solutions, originate home equity loans/HELOCs, complete compliant applications, and deepen long-term relationships to drive branch revenue.

Lead strategic direction and execution of the credit union's wealth management, financial planning, and retirement programs. Hire, coach, and mentor financial advisors to drive growth, profitability, and compliance. Partner with technology, marketing, and channel leaders to optimize platforms and delivery, manage relationships with LPL brokerage, and monitor performance metrics to ensure member-focused advisory services.

Manage moderately complex strategic projects end-to-end: plan schedules, assign resources, coordinate cross-functional teams, vendors, and clients; monitor KPIs, mitigate risks, facilitate meetings, manage stakeholder communications, maintain documentation, and support change management to deliver outcomes on time and within budget.

Lead accounting department operations including month-end close, general ledger integrity, financial and regulatory reporting, internal controls, audits, staff supervision, process improvement, and support budgeting and forecasting for a credit union.

Manage end-to-end consumer loan lifecycle: verify documentation pre-funding, conduct QA audits, coordinate with underwriting/retail, disburse loan proceeds, process titles and UCC-1 filings, resolve inquiries, maintain loan records, and support cross-functional process improvements.

Drive branch revenue by proactively engaging members, conducting financial discovery, and originating home equity lending (HELOC/loans). Perform high-volume outbound outreach, consultative selling, complete compliant loan applications, and deepen member relationships while maintaining required registrations and certifications.

Administer and optimize the HubSpot ecosystem across Marketing, Sales, Service, and Operations. Lead implementations, manage data integrity, build workflows/automations, integrations, reporting, and custom events/datasets. Drive adoption, train users, troubleshoot issues (including after-hours), and collaborate with cross-functional teams to align sales and marketing processes and performance metrics.

Proactively engage members via high-volume outbound outreach to uncover financial needs, recommend advisory lending and deposit solutions, and originate home equity loans/HELOCs. Complete compliant applications, resolve issues, meet branch production targets, and maintain NMLS registration and FiCEP certification while delivering high-quality member service.