Manager, Consumers Financial Group Program

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. Youll play a key leadership role in influencing strategy shaping the member experience and supporting a dynamic team.

If youre 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 Youll Do :

In this role youll act as the primary liaison and collaborate closely with our broker partners TruStage and LPL Financial. Youll :

• Elevate program awareness and conduct trainings across CCU teamsbranches 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 :

Compensation :

The salary range for this role is $78198 to $125114 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 1000 hours of service and reaching age 20.

For more information about benefit offerings please visit our careers page : CCU

Founded in 1930 and headquartered in Lake Forest IL Consumers Credit Union has $4.3 billion in assets and serves more than 272000 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. Weve been recognized as a Great Place to Work and were committed to growing both our business and our people. To learn more visit

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 : or .

Required Experience :

Manager

Key Skills

Dynamics AX,Instrument,Bid,Core Banking,Manufacturing

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 78198 - 125114