ALM First Executive Benefits Solutions
Dallas, TX

ALM First continues their dedication to innovation and exceptional service and has developed an executive benefits program to serve the credit union and banking industry executives. The Director of Executive Benefits will be integral to the program’s successful launch, sharing their expertise with clients and guiding them through the planning process.

The Director of Executive Benefits is an experienced consulting professional who will collaborate with a select group of best-of-breed providers specializing in legal, insurance, and investment services. They are a subject matter expert on executive benefit plan framework and design, specifically supplemental executive retirement plans (SERP), which will assist in recruiting and retaining high-level executives. They will partner with client organizations and their executives through the process by providing education and insights into the possibilities, collaboratively designing plans, and creating tailored solutions in the best interests of all parties. The Director of Executive Benefits has solid presentation skills and will work to drive the value of the plan to the executive and the organization.

Knowledge and Skills

  • In-depth knowledge of executive benefit plan design including SERPs (insurance funded split-dollar, 457(f), and more)
  • Strong interpersonal skills
  • Engaged listener and an excellent communicator
  • Familiarity with financial planning and wealth management
  • Experience with trust and will establishment, optimal tax planning, and strategic philanthropy preferred

Candidates can work remotely anywhere in the United States. Travel will be required.

About ALM First
ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management, and hedging has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $73 billion of investments under management (as of March 31, 2023), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.

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