• Job Description

  Req#: 463848

  About MCU:

  
  

  At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 500,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

  About the job:

  The Director of Insurance and Wealth Programs at MCU, will be responsible for overseeing and developing all insurance and wealth management programs offered to our members. The successful candidate will have a proven track record of driving member utilization, growth and profitability in similar programs and will be able to work collaboratively with the providers and internal stakeholders to achieve organizational goals.

  What you’ll be responsible for:

  • Develop, implement and oversee all insurance and wealth management programs offered by MCU to increase value provided to the members.
  • Ensure that programs comply with all applicable regulations and policies.
  • Work with the insurance and wealth management professionals, providing ongoing guidance and support to ensure that individuals meet performance standards.
  • Collaborate with internal stakeholders, insurance providers, and wealth management companies to identify and execute strategies to increase member participation and engagement to drive revenue and growth in insurance and wealth management programs.
  • Work with teammates that serve members to ensure that they are providing members with appropriate products and services.
  • Work with insurance providers and wealth management companies to negotiate contracts, establish performance metrics, and monitor performance.
  • Manage relationships with third-party providers of insurance and wealth management products and services. Third-party vendors include, but not limited to Ameriprise, CUNA Mutual/TruStage, PFP, Allied Solutions.
  • Stay informed about industry trends, new products and services, and changes in regulations that may affect insurance and wealth management programs.
  • Work with marketing and communications teams to develop and implement promotional campaigns and educational resources to increase member awareness of insurance and wealth management programs.
  • Work with Learning and Development to provide training and job aides to employees on the benefits of the insurance programs.
  • Monitor program performance metrics and adjust programs as needed to meet goals.
  • Perform other related duties as requested and special projects as assigned

  What you’ll bring:

  • Bachelor’s degree or equivalent combination of working experience.
  • Series 6, 63, Life & Health licenses preferred not required
  • Minimum of 7 years of experience in insurance and wealth management programs, including at least 3 years of experience in a leadership role.
  • In-depth knowledge of insurance and wealth management products, services, and regulations.
  • Proven track record of driving growth and profitability in similar programs.
  • Excellent communication and interpersonal skills.
  • Strong leadership and team management skills.
  • Ability to work collaboratively with other credit union leaders, insurance providers, and wealth management companies.
  • Ability to think strategically and execute on plans to achieve organizational goals.
  • Attention to detail and ability to manage multiple priorities simultaneously.

  • Leadership Competencies:

    • Proven ability to manage change
    • Capacity to take calculated risks and innovate
    • Experience in setting vision and strategy
    • Lead by example and encourage team in developing adaptability
    • Successful in communicating effectively
    • Prioritizes developing others
    • Thinking that values diversity and difference
    • Proven ability to build and maintain relationships at all levels of the organization
    • Skilled at managing effective teams and work groups that default to action, are accountable, and take ownership of work

  Why you’ll be a good fit:

  Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following:

  Results – You’ll look to achieve the best outcomes for our members. Continuously track and measure everything, and use it to always improve. Be proactive, not reactive.

  Agility – You’ll remain agile in your decision making, planning, and delivery; using curiosity and creativity to see situations from all perspectives.

  Integrity – You’ll act professionally and positively. Build trust, be upfront and communicate thoroughly.

  Teamwork – You’ll work to achieve common goals as part of ONE TEAM.

  Ownership – You’ll hold yourself and others accountable and remain committed to our obligations while caring about the outcomes as much as an owner would.

  Belonging – You’ll embrace and environment in which any individual or group can be and feel welcomed, respected, supported and valued.

  We stand by our mission to connect our members and communities with an exceptional financial future and we are looking for individuals who share this same purpose to take this journey with us.

  What we can offer you:

  Competitive compensation, medical and dental benefits.

  401K with employer match

  Flexible paid time off

  We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

  Municipal Credit Union (MCU) is an Equal Opportunity Employer.

  Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

• About the company

  This is the official Facebook page for Municipal Credit Union in New York City. Social media privacy policy: http://www.nymcu.org/facebook

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