Investment Services Lead – Hybrid/Remote Coaching & Ops

Navy Federal Credit Union; Pensacola (FL); Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

Navy Federal Credit Union is seeking a senior operations/oversight professional for Navy Federal Investment Services. The role focuses on supervising daily workflows, ensuring regulatory compliance, and coaching teams toward production targets and quality standards.

Responsibilities include OSJ functions, performance analytics, and cross-functional collaboration to promote NFIS products and strengthen referral channels. Hybrid schedule and multiple US locations are available.

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

Responsabilités

• 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

Connaissances

Communication

Collaboration

Analytics

Coaching

Regulatory knowledge

Licenses

Attention to detail

Formation

Bachelor's degree in Finance/Business

Education/Experience equivalent

Outils

FINRA licenses

Financial licenses (Life & Health)

Description du poste

Navy Federal Credit Union is seeking a senior operations/oversight professional for Navy Federal Investment Services. The role focuses on supervising daily workflows, ensuring regulatory compliance, and coaching teams toward production targets and quality standards.

Responsibilities include OSJ functions, performance analytics, and cross-functional collaboration to promote NFIS products and strengthen referral channels. Hybrid schedule and multiple US locations are available.