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Investment Program Manager  

Division CUSO Financial Services, L.P.  
Position Investment Program Manager - Redwood Credit Union  
Location Redwood Credit Union - Santa Rosa, CA  
Full-Time/Part-Time Full-Time  

Join a Winning Team!


Redwood Credit Union is seeking an investment program manager to oversee Wealth Management at Redwood Credit Union in the Santa Rosa, CA area serving as the Vice President of Wealth Management.

The winning candidate will enjoy a healthy, well-supported position with CFS where career growth is clear. Our numerous technology tools enable easy, efficient workload and include Unio, our all-in-one web-based contact management, filing, paperwork, and resource center. We offer remote delivery capabilities with online and mobile solutions so you and your team can work anytime from anywhere.

Established in 1950, Redwood Credit Union has over $6.6B in assets and more than 303,000 members. Redwood Credit Union is headquartered in Santa Rosa and is the 8th largest credit union in the state of California. It is also the 38th largest credit union in the nation. To learn more, visit


CFS (Member FINRA/SIPC), who partners with Redwood, is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

Job Description:

The Program Manager will act as the primary contact for registered representatives, associates and teams for Redwood Credit Union. They will foster the growth of program revenue and invested dollars in conjunction with the program business plan. This individual will ensure new and existing representatives are consistently using RCU and CFS sales and service resources and the technology tools . The Program Manager will be responsible for identifying and recruiting for staffing needs, coaching, mentoring, partnering, and providing both basic and advanced education both internally to team members and externally for Members.


Position Requirements


  • Series 7, 66, 24 and Life licenses are required.
  • 10+ years related experience and/or training
  • Securities and Life Insurance sales experience required
  • Previous management and sales coaching experience a must
  • Demonstrates employee advocacy and continues to develop reputation as neutral and approachable in mediating concerns between managed program personnel and the financial institution.
  • CFP or other advanced industry recognized designations or education preferred.
  • Strong communication skills and public speaking experience
  • Clean U-4.
  • Bachelor's degree (B. A.) from four-year College or university required


RCU offers competitive salaries and comprehensive benefits package.


For immediate consideration, apply online at:





**Representatives are employed by Redwood Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit



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