Hybrid Investment Services Team Lead

Navy Federal Credit Union; Virginia Beach (VA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Navy Federal Investment Services (NFIS) is seeking a seasoned supervisor to support daily operations, coordinate workflows across teams, and uphold production and service standards.

You will review accounts, coach staff on goals, monitor performance metrics, and resolve escalated member and advisor issues to sustain high-quality service.

This role partners with NFCU business units to promote NFIS offerings, stay compliant with regulations, and drive continuous improvement in processes and tools.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 5+ years in financial services or investment management.
• Experience coaching and producing metrics.
• Working knowledge of investment products and regulatory requirements.
• Licensing: FINRA Series 7, 66, or 63 & 65; Life & Health.
• Series 24 or ability to obtain within 120 days of start date.

Responsibilities

• Support daily operations and coordinate workflows.
• Review and approve accounts and transactions per regs.
• Coach team on goals and performance.
• Monitor revenue, productivity, service quality; analyze trends and suggest improvements.
• Resolve escalated member/advisor issues to ensure service.
• Conduct quality reviews of advisor interactions and provide feedback.
• Promote NFIS products via partnerships and presentations.
• Translate priorities into frontline activities.
• Ensure regulatory compliance and risk controls.
• Maintain knowledge of systems and tools to improve efficiency.
• Perform other duties as assigned.

Skills

Coaching

Analytical skills

Regulatory compliance

Cross-functional collaboration

Communication skills

Education

Bachelor's degree in Finance/Business

Tools

FINRA licenses (7/66 or 63/65, 24)

Job description

Navy Federal Investment Services (NFIS) is seeking a seasoned supervisor to support daily operations, coordinate workflows across teams, and uphold production and service standards.

You will review accounts, coach staff on goals, monitor performance metrics, and resolve escalated member and advisor issues to sustain high-quality service.

This role partners with NFCU business units to promote NFIS offerings, stay compliant with regulations, and drive continuous improvement in processes and tools.