Investment Services Team Lead (Remote)

Navy Federal Credit Union; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Navy Federal Credit Union in the United States seeks a senior Finance/Investment Services professional to support daily operations, supervise OSJ functions, coach a team, and analyze performance trends. You will collaborate with internal stakeholders to promote NFIS products and improve member experience.

The role requires 5+ years in financial services, FINRA licenses, and strong regulatory knowledge. Hybrid schedule with locations nationwide, including remote options, and a focus on risk

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

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

Skills

Coaching

Performance analysis

Regulatory compliance

Cross-functional collaboration

Data insights

Education

Bachelor's degree in Finance/Business

Tools

FINRA Series 7

FINRA Series 66

FINRA Series 24

Series 63 & 65 (Life & Health)

Job description

Navy Federal Credit Union in the United States seeks a senior Finance/Investment Services professional to support daily operations, supervise OSJ functions, coach a team, and analyze performance trends. You will collaborate with internal stakeholders to promote NFIS products and improve member experience.

The role requires 5+ years in financial services, FINRA licenses, and strong regulatory knowledge. Hybrid schedule with locations nationwide, including remote options, and a focus on risk