Teams at Wellby Financial

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.