Assistant Manager, Investment Services

Jobtailor

California (MO)

On-site

USD 85,000 - 110,000

Full time

14 days+

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Job summary

Navy Federal Investment Services (NFIS) is seeking a seasoned professional to coach advisor performance, analyze production data, and reinforce regulatory compliance across teams. This role will drive member experience and revenue outcomes while ensuring operational consistency and cross-functional collaboration.

Ideal candidates bring 5+ years in financial services or investment management, strong data analysis skills, and relevant licenses.

Qualifications

Bachelor's degree in Finance, Business, or related field; or equivalent combination of education and experience.
5+ years of experience in financial services, investment management, or related field.
Experience supporting advisor performance with coaching and production-based metrics.
Working knowledge of investment products, financial planning concepts, and regulatory requirements.
Ability to analyze performance data and provide insights.
Effective communication and collaboration skills.
Ability to operate in a regulated environment with sound judgment.
Licenses: FINRA Series 7, 66 or 63/65 and Life & Health; FINRA Series 24 or ability to obtain within 120 days.
Desired: CFP, ChFC, CLU; FINRA Series 52 and 53.

Responsibilities

Supports daily operations and functions of Navy Federal Investment Services (NFIS).
Drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency.
Provides coaching and oversight to the team while supporting business initiatives through cross-functional partnership.
Uses data insights and frontline perspective to improve performance and support execution of NFIS priorities.

Skills

Investment Management

Financial Planning Concepts

Regulatory Compliance

Performance Data Analysis

Advisor Performance Support

Data Insights

Coaching

Communication

Collaboration

Sound Judgment

Education

Bachelor's degree in Finance or related field

Equivalent combination of education and experience

Job description

Supports daily operations and functions of Navy Federal Investment Services (NFIS)
Drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency
Provides coaching and oversight to team while supporting business initiatives through cross-functional partnership
Uses data insights and frontline perspective to improve performance and support execution of NFIS priorities

Requirements

Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience
5+ years of experience in financial services, investment management, or related field
Experience supporting advisor performance, including coaching and production-based metrics
Working knowledge of investment products, financial planning concepts, and regulatory requirements
Demonstrated ability to analyze performance data and provide insights
Effective communication and collaboration skills
Ability to operate in a regulated environment with sound judgment
Relevant licenses (FINRA Series 7, 66, or combination of 63 & 65, Life & Health)
Relevant licenses (FINRA Series 24) or ability to obtain within 120 days of start date
Desired Qualifications: Professional designations such as CFP, ChFC, or CLU; Relevant licenses (FINRA Series 52 and Series 53)

Core Competencies

Demonstrates expertise in financial services and investment management, with a strong focus on advisor performance coaching, data analysis, and regulatory compliance. Possesses relevant licenses and a solid understanding of investment products and financial planning concepts.

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