Assistant Manager Investment Services
Navy Federal Credit Union
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Job summary
Navy Federal Credit Union seeks a seasoned Investment Services supervisor to strengthen daily operations, coach a team, and ensure compliance with regulatory standards. You will review accounts, drive performance metrics, and partner with business units to expand NFIS offerings.
The role requires 5+ years in financial services, strong analytical skills, and relevant FINRA licenses, with hybrid hours and cross-site collaboration across San Diego and Coppell locations.
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 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 (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
Skills
Education
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.
- 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
- 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
- Professional designations such as CFP, ChFC, or CLU
- Monday - Friday, 8:30AM - 5:30PM (Hybrid)
- 9999 Willow Creek Road San Diego, CA 92131
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019
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.
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.
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 medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
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