Retail Delivery and Experience - VP - Advisory Services Officer

VICE PRESIDENT - ADVISORY SERVICES OFFICER
DEPARTMENT: RETAIL DELIVERY AND PERFORMANCE
REPORTS TO: SVP - RETAIL MEMBER SERVICE AND EXPERIENCE 
JOB CODE: 11527

PAY RANGE: $176,400.00 - $230,000.00 ANNUALLY

POSITION AND PURPOSE

The Vice President – Advisory Services Officer is a key member of the Retail Delivery and Performance team, responsible for recruiting, expanding, and scaling advisory services across California to accelerate growth in non-interest income, while supporting broader organizational growth and member financial wellbeing objectives. The Vice President serves as a leader in shaping Golden 1’s advisory, growth strategies, while ensuring strong risk management, regulatory compliance, and operational discipline.

This role Provides senior leadership and strategic direction for Investment Services, Insurance Services, and other assigned Retail and Advisory Services, driving sustainable and safe growth and exceptional service to Golden 1’s members, communities, and employees.

Reporting to the SVP – Retail Member Service and Performance, this role serves as a visionary leader, ensures alignment with organizational goals, and fosters a culture of growth, innovation, accountability, and continuous improvement.

WHO WE ARE

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE

You play a leadership role in planning, growing, and determining business direction, fostering innovation, and managing cross-functional collaboration. You serve as a bridge between executive leadership, member service, and operational teams, ensuring alignment with the company’s mission, vision, and goals.

THE WORK

1. Oversee Investment Services, Insurance Services, and other Retail Services as assigned to drive growth, maximize efficient and exceptional service to members and business partners with effective management of resource allocation and processes.
2. Lead the recruitment, deployment, and expansion of advisory services, with direct accountability for territory design, coverage expansion and growth outcomes.
3. Identify, evaluate, and pursue book acquisition opportunities and incremental growth strategies, partnering closely with LPL to expand investment assets and revenue.
4. Establish performance metrics, coaching frameworks, and governance to ensure teams deliver consistent, compliant, high-quality advice aligned with Golden 1’s mission and vision.
5. Provide strategic and operational leadership for Workplace Banking. Ensure Program is fully embedded within Golden 1’s broader advisory, retail, and digital ecosystem, serving as a key growth and engagement channel.
6.  Monitor and oversee assigned areas to ensure optimal operational performance, regulatory and compliance adherence, and consistent member experience.
7. Ensure programs, communication, servicing, and related activities comply and fully satisfy all applicable laws and regulations.
8. Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Golden 1, and embracing our mission, vision, and Core Values.
9. Act as a Role Model for the Golden Commitments to Leadership.
10. Participate in and make recommendations for product and service enhancements.
11. Collaboratively develop and implement effective marketing, educational, and promotional strategies. Work with other business units to ensure investment and insurance products and services are being offered as part of an integrated solution for members’ financial wellbeing.

GOLDEN 1 RESPONSIBILITES INCLUDE:

• Mission and Vision: Establish and implement programs that support the Credit Union’s mission, vision, Core Values, and strategic business objectives.
• Lead with Purpose: Build and mentor high-performing teams. Champion Golden 1’s culture by creating an environment that prioritizes collaboration, high-performance, inclusivity, innovation, service excellence, and the well-being of our employees.
• Leadership and Guidance: Establish strong partnerships, act as a trusted advisor, and provide leadership, counsel and a strong voice to achieve Golden 1’s business strategy, operating plan, and performance goals through strategies. Foster a culture of continuous improvement, accountability, and collaboration.
• Engagement & Culture: Drive employee engagement and culture, and retention strategies to position Golden 1 as an employer of choice.
• Strategic Leadership: Develop and execute short and long-term strategies aligned with the company’s mission, vision, and growth objectives. Serve as a key liaison with internal and external stakeholders, including board members, partners, and clients.
• Operational Oversight: Lead and manage departmental operations, ensuring efficiency, scalability, and performance. Monitor KPIs and implement data-driven improvements across functions.
• Risk & Compliance: Ensure compliance with regulatory requirements and ethical standards. Identify and mitigate strategic and operational risks.
• Industry Trends: Stay informed on trends, laws, and practices, and represent Golden 1 at industry-related events.

QUALIFICATIONS

EDUCATION: Bachelor’s degree in a related field or equivalent work experience.

EXPERIENCE: Minimum of seven years of experience in a financial institution in a management capacity (or related discipline), including three years in a senior leadership capacity.

KNOWLEDGE/SKILLS: 

• • Strong leadership skills, presentation skills, knowledge of branch operations, internet and remote banking products, sound knowledge of compliance and banking regulation. 
  • Mastery of service techniques and practices in a financial services environment.
  • Strong understanding of coaching methodologies, leadership assessments, and high impact development program design.
  • Skilled in executive coaching, facilitation, and delivering development experiences for senior audiences.
  • Ability to translate business needs into targeted leadership development solutions that strengthen capability, readiness, and succession pipelines.
  • Strong analytical skills to evaluate program effectiveness, use data to inform decisions, and continuously refine development initiatives.
  • Expertise in developing scalable programs that drive measurable behavior change and improve leadership effectiveness.
  • Proven ability to lead cultural and organizational change with agility, collaboration, and strategic thinking.
  • Exceptional communication, collaboration, and stakeholder influence skills across all organizational levels
  • Ability to communicate complex ideas clearly and effectively to diverse audiences, including senior leadership and cross functional partners.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS

INTERNAL: Management, staff at all levels, Audit Department, various Committees, and Board of Directors.

EXTERNAL: Potential employees, peers in other financial and other industry organizations, outside vendors and consultants, legal counsel, governmental agencies, trade organizations, financial industry training associations, and community organizations.

WORKING CONDITIONS

Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient. 

PHYSICAL REQUIREMENTS

Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities, and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

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Salary : $176,400 - $230,000