Program Sales Manager

Kohler Credit Union; Sheboygan (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with employer contributions

Generous paid time off

Tuition reimbursement

Continuing education support

Job summary

Kohler Credit Union in Sheboygan, WI is seeking a Program Sales Manager to lead our Investment and Retirement Services program onsite at the Corporate Center.

You will drive growth by aligning strategy, coaching the team, and strengthening member relationships. The role partners with advisors and senior leadership to enhance program performance and engagement.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field; equivalent experience acceptable.
• 6+ years of experience in sales, program management, or financial services; credit union or investment advisory setting preferred.
• Licenses: Series 7, Series 66, Life & Health Insurance or willingness to obtain; Signature Guarantee Medallion Program Certification, Notary Public Certification, and Entity License or willingness to obtain.
• Industry knowledge of personal investment products, retirement accounts, and financial planning principles.
• Strong organizational and multitasking abilities; ability to manage competing priorities.
• Excellent communication and interpersonal skills; ability to build relationships, collaborate, and inspire others.
• Compliance: ability to follow applicable government regulations and other requirements in the credit union industry.

Responsibilities

• Lead and grow Kohler Credit Union's Investment and Retirement Services Program onsite at the Corporate Center in Sheboygan, WI.
• Develop and coach a high-performing team with clear goals and feedback.
• Strengthen member relationships and increase program referrals and engagement.
• Collaborate with investment advisors, internal teams, and senior leadership to drive growth.
• Monitor program performance, identify trends, and improve processes for efficiency and compliance.
• Support advisors with client onboarding, account setup, and transaction processing while maintaining records.

Skills

Strategic leadership

Team development

Relationship building

Coaching & feedback

Communication skills

Project management

Education

Bachelor's degree in Business Administration, Finance, or related field

Job description

Lead Strategy. Inspire Performance. Strengthen Financial Futures.

Are you a strategic leader who enjoys building relationships, developing teams, and driving growth? Kohler Credit Union is seeking a Program Sales Manager to lead our Investment and Retirement Services Program, working onsite at our Corporate Center in Sheboygan, WI. In this role, you'll have the opportunity to strengthen member relationships, enhance program performance, and lead initiatives that support continuous improvement and long-term success.

Why You'll Love Kohler Credit Union

At Kohler Credit Union, we believe our employees are our greatest asset. We foster a supportive workplace culture that encourages professional growth, career development, and a healthy work-life balance.

In addition to competitive pay, we offer a comprehensive benefits package that includes medical, dental, and vision insurance, a 401(k) plan with employer contributions, generous paid time off, tuition reimbursement and continuing education support, career development opportunities, and a team-oriented environment where employees are empowered to succeed.

A Day in the Life of a Program Sales Manager

As the Program Sales Manager, you'll balance strategic leadership, team development, and relationship building to grow Kohler Credit Union's Investment and Retirement Services Program. Your day will be focused on strengthening the program, supporting your team, and finding new ways to enhance the member experience.

You'll lead and develop a high-performing team by establishing clear goals, providing coaching and feedback, and fostering a culture of collaboration, accountability, and continuous improvement. Through strategic planning and strong partnerships with investment advisors, internal teams, and senior leadership, you'll identify opportunities to increase member engagement, generate referrals, and drive program growth.

You'll also analyze program performance and business results to identify trends, improve processes, and enhance operational efficiency. In addition, you’ll support advisors with client onboarding, account setup, and transaction processing while maintaining accurate records and ensuring compliance with applicable regulations and KCU policies.

By staying informed of industry trends and emerging opportunities, you’ll help position the program for continued growth while ensuring our members and advisors receive exceptional service.

Qualifications

• Education: Bachelor's degree in Business Administration, Finance, or a related field, or equivalent experience.
• Experience: 6+ years of experience in sales, program management, or financial services, preferably within a credit union or investment advisory setting.
• Licenses and Certifications: Series 7, Series 66, and Life and Health Insurance licenses, or willingness to obtain. Signature Guarantee Medallion Program Certification, Notary Public Certification, and Entity License, or willingness to obtain.
• Industry Knowledge: Understanding of personal investment products, retirement accounts, and financial planning principles.
• Leadership and Organization: Strong organizational and multitasking skills, attention to detail, and the ability to manage competing priorities.
• Communication and Relationship Building: Excellent communication and interpersonal skills, with the ability to build strong relationships, foster collaboration, and inspire others.
• Compliance: Ability to follow applicable government regulations and other requirements affecting the credit union industry.

Ready to Make an Impact?

Join Kohler Credit Union and bring your leadership, strategic vision, and passion for building relationships to a role where you can drive growth, develop talent, and help strengthen the financial futures of our members.

Applicants must be authorized to work in the United States without current or future sponsorship