Assistant Manager Investment Services

Navy Federal Credit Union; San Diego (CA); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Navy Federal Credit Union is seeking a Senior Operations Supervisor for Navy Federal Investment Services (NFIS) in hybrid San Diego, CA. You will coordinate day‑to‑day operations, ensure production standards, and support regulatory compliance.

You will coach a team, review performance metrics, and collaborate with internal partners to promote NFIS offerings and drive member satisfaction. This role requires FINRA licenses and a track record in regulated financial services; a bachelor's degree and

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 5+ years of experience in financial services or investment management.
• Experience coaching and measuring advisor performance.
• Working knowledge of investment products 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.
• FINRA licenses (Series 7, 66) or combination of 63 & 65, Life & Health.
• FINRA Series 24 license or ability to obtain within 120 days.

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; 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.
• 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.
• Perform other duties as assigned.

Skills

Regulatory compliance

Coaching

Leadership

Analytical thinking

Communication

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.

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, 8:30AM - 5:30PM (Hybrid)

Location:

• 9999 Willow Creek Road San Diego, CA 92131
• 3300 Olympus Blvd. Suite 550, Coppell, TX 75019

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
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• Military Times 2025 Best for Vets Employers
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• 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 2026

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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.

Disclaimers:

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.

Protect Yourself from Job Scams:

Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act:

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.