Assistant Manager, Investment Services

Navy Federal Credit Union; Jacksonville (FL); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Navy Federal Credit Union in the United States seeks an Investment Services supervisor to support daily operations, coach the team, and ensure regulatory compliance. You will review accounts, monitor performance, and drive improvements across NFIS initiatives.

The role requires 5+ years in financial services, a finance/business degree, and relevant FINRA licenses; a strong focus on analytics, collaboration, and risk controls is essential.

Qualifications

• Bachelor’s degree in Finance, Business, or related field (or equivalent).
• 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; strong communication and collaboration skills.
• Ability to operate in a regulated environment with sound judgment.
• Relevant FINRA licenses (Series 7, 66 or 63/65; Life & Health).
• Relevant licenses (Series 24) or ability to obtain within 120 days of start date.

Responsibilities

• Support day-to-day operations across Investment Services, coordinating workflows and ensuring alignment to production, service, and quality standards.
• Perform delegated supervisory and OSJ functions, including review and approval of accounts and transactions in compliance with regulatory and internal requirements.
• Coach and guide team on business plans, production goals, and performance expectations.
• Monitor and evaluate performance metrics (e.g., revenue, productivity, 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 to promote NFIS products and expand market presence through partnerships and community engagement.
• Support execution of strategic initiatives by translating priorities into frontline actions.
• Reinforce adherence to regulatory requirements and risk controls.
• Maintain knowledge of evolving systems, tools, and technology to improve efficiency and continuous improvement.

Skills

Coaching

Regulatory knowledge

Performance analytics

Communication

FINRA licenses

Education

Bachelor’s degree in Finance/Business

Job description

Overview

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.

Responsibilities

• Support day-to-day operations across Investment Services, coordinating workflows and ensuring alignment to production, service, and quality standards
• Perform delegated supervisory and OSJ (Office of Supervisory Jurisdiction) functions, including review and approval of accounts and transactions in compliance with regulatory and internal requirements
• Coach and guide team on business plans, production goals, and performance expectations
• Monitor and evaluate performance metrics (e.g., revenue, productivity, 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

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, 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 or ability to obtain within 120 days of start date

Desired Qualifications

• Professional designations such as CFP, ChFC, or CLU

Additional Information

Hours

• Monday - Friday, 9:00AM - 5:30PM Hybrid

Locations

• 820 Follin Lane, Vienna, VA 22180
• 5510 Heritage Oaks Dr. Pensacola, FL 32526
• 141 Security Drive, Winchester, VA 22602
• 4 Concourse Parkway Suite #100 Sandy Springs, GA 30328
• 295 Bendix Rd Suite 250 Virginia Beach, VA 23452
• 11270 St Johns Industrial Parkway South Jacksonville, FL 32246
• Remote, USA

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.