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WSECU Principal - One Washington Financial in Olympia, Washington

We look forward to reviewing your application!All applicants must include a resume.Visa sponsorship not available.Contact us at 1.800.562.0999 x11111 with any questions.We are an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law. Do you have a successful history identifying and cultivating strategic partnerships? A deep understanding of market trends and business strategy within financial services? One Washington Financial (OWF), WSECU's holding company, seeks a Principal, a newly created role that will drive our investment strategy as we seek new and innovative ideas that solve real problems for members and staff, enhancing financial well-being, increasing equitable access to financial services, or improving efficiency or effectiveness in credit unions. The Principal will identify potential investments, build and maintain these relationships, manage the pipeline of opportunities, and present viable opportunities to the OWF CEO and Board. OWF's vision and mission are to create greater financial well-being and equity for credit union members and our communities and invest in innovative ideas and in partnerships that move the credit union industry forward. Ready to learn more about this opportunity as a Principal with One Washington Financial, working in a hybrid work arrangement from Olympia, WA? Your day might include: Build a network of contacts and engage in industry events to help discover new opportunities, aligned with the approved investment guidelines, strategic objectives, and mission. Manage the investment pipeline, ensuring a stream of opportunities for our board to review and consider. Seek out new and innovative ideas that solve real and demonstrable problems for credit union members and/or credit union staff, identify how these solutions meet an unmet need (solve a moment of struggle), and determine the economic viability and total return opportunity for OWF. Help facilitate an advisory council (connected to WSECU's innovation process), leveraging WSECU's leaders to vet new opportunities, discuss innovation ideas, and to build support for OWF's efforts within the credit union. Work collaboratively with all areas of the credit union to accomplish strategic objectives. Create and present "Pre-Flight" investment recommendations to the OWF Board, negotiate deal terms with partners, perform due diligence on investments, prepare final proposals, and work with outside counsel to finalize agreements. Provide general oversight of the investment portfolio, and as needed, act in an advisory or board role for our subsidiaries. Ensure strong governance exists in each company and highlight any concerns to the OWF CEO. Prepare recurring Management and Board reports, including OWF financials, investment performance, and the investment pipeline. Oversee the budgeting of OWF revenue and expenses. Recommend adjustments to the approved investment guidelines, as needed. Maintain a working knowledge of the FinTech landscape to ensure OWF remains relevant and viable. Ensure compliance with all state and federal laws, including CUSO (Credit Union Service Organization) regulations. Perform other duties as assigned by the CEO. What you bring to the team: Bachelor's degree (related experience may be substituted, year for year, for education) At least 10 (ten) years of successful, well rounded leadership experience with the ability to drive strategy and execution Strong financial acumen including experience in business and financial analysis, financial reporting, project management, contract negoti

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