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Navy Federal

Largest member-owned credit union; financial services

Assistant Manager - Investment Services

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$112.7k - $164.7k /yr

About the Job

Requirements

  • A bachelor's degree in Finance, Business, or a related field, or an equivalent combination of education and experience is required.
  • At least five years of experience in financial services, investment management, or a related field is required.
  • Experience supporting advisor performance, including coaching and production-based metrics, is required.
  • Working knowledge of investment products, financial planning concepts, and regulatory requirements is required.
  • The role requires the ability to analyze performance data and provide insights.
  • The role requires effective communication and collaboration skills.
  • The role requires the ability to operate in a regulated environment with sound judgment.
  • Relevant licenses include FINRA Series 7, Series 66, or a combination of Series 63 and Series 65, and Life and Health.
  • A FINRA Series 24 license is required, or the ability to obtain it within 120 days of the start date.

Responsibilities

  • Support day-to-day operations across Investment Services, coordinate workflows, and ensure alignment to production, service, and quality standards.
  • Perform delegated supervisory and Office of Supervisory Jurisdiction functions, including reviewing and approving accounts and transactions in compliance with regulatory and internal requirements.
  • Coach and guide the team on business plans, production goals, and performance expectations.
  • Monitor and evaluate performance metrics, including revenue, productivity, and service quality; analyze trends and recommend improvements.
  • Support resolution of escalated member and advisor issues to ensure consistent service delivery and member satisfaction.
  • Conduct quality reviews of advisor interactions, provide feedback, and support development and performance improvement.
  • Partner with NFCU business units and internal stakeholders to promote NFIS products and services, strengthen referral channels, and expand market presence through presentations, partnerships, and community engagement.
  • Support execution of strategic initiatives by translating priorities into actionable frontline activities.
  • Reinforce adherence to regulatory requirements and risk controls.
  • Maintain current knowledge of evolving systems, tools, and technology to improve operational efficiency, scalability, and continuous improvement efforts.
  • Perform other duties as assigned.

Desired Qualifications

  • Professional designations such as CFP, ChFC, or CLU are desirable.

About the Company

Navy Federal

Largest member-owned credit union; financial services

Navy Federal is a credit union that provides financial products and services to the U.S. military community, including active-duty service members, veterans, DoD employees, and their families. It operates through more than 360 branches and a nationwide presence, offering accounts, loans, mortgages, credit cards, and other banking services, with access available online and via mobile apps. As a member-owned, not-for-profit institution, it reinvests earnings to benefit members rather than outside shareholders and is insured by the NCUA. The company emphasizes serving those connected to the Armed Forces with helpful, accessible financial support and career opportunities for its staff. Its goal is to help members achieve financial well-being through comprehensive, widely available services while growing its community and assets.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Vienna, Austria
Founded
1933

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