Investment Services Team Lead — Hybrid

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

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.