Senior Investment Services Team Lead

Navy Federal Credit Union; Winchester (VA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Navy Federal Credit Union is seeking an experienced Investment Services Supervisor to lead day-to-day operations, oversee OSJ activities, and coach a growing team. This role requires strong regulatory knowledge, coaching capability, and a track record of improving production and service quality.

You’ll work in a hybrid environment across multiple locations including Winchester, VA, focusing on member experience, regulatory compliance, and strategic initiatives within NFIS.

Qualifications

• Bachelor’s degree in Finance, Business, or related field
• 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 FINRA licenses as listed in qualifications

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, analyze trends, and recommend improvements
• Support resolution of escalated member and advisor issues to ensure consistent service delivery
• Conduct quality reviews of advisor interactions and provide feedback for development
• Partner with NFCU units to promote NFIS products and expand market presence
• Support execution of strategic initiatives by translating priorities into frontline activities
• Reinforce adherence to regulatory requirements and risk controls
• Maintain knowledge of evolving systems and technology to improve efficiency

Skills

Leadership

Regulatory knowledge

Coaching

Performance metrics analysis

Education

Bachelor's degree in Finance/Business

FINRA Series 7, 66 or 63/65, Life & Health

FINRA Series 24

Job description

Navy Federal Credit Union is seeking an experienced Investment Services Supervisor to lead day-to-day operations, oversee OSJ activities, and coach a growing team. This role requires strong regulatory knowledge, coaching capability, and a track record of improving production and service quality.

You’ll work in a hybrid environment across multiple locations including Winchester, VA, focusing on member experience, regulatory compliance, and strategic initiatives within NFIS.