Investment Services Team Lead (Hybrid)

Navy Federal Credit Union; Vienna (VA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Navy Federal Credit Union in Vienna, VA is seeking a senior role to support daily operations of Investment Services. You will oversee workflows, review accounts for regulatory compliance, coach the team on production goals, and drive improvements through performance metrics and data insights.

The position requires a bachelor’s degree, 5+ years in financial services, and FINRA licenses. This hybrid role offers cross-unit collaboration and strategic initiative support within NFIS.

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 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
• 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

Job description

Navy Federal Credit Union in Vienna, VA is seeking a senior role to support daily operations of Investment Services. You will oversee workflows, review accounts for regulatory compliance, coach the team on production goals, and drive improvements through performance metrics and data insights.

The position requires a bachelor’s degree, 5+ years in financial services, and FINRA licenses. This hybrid role offers cross-unit collaboration and strategic initiative support within NFIS.