Assistant Manager, Investment Services

Navy Federal Credit Union•Vienna, VA

5h•$112,700 - $164,700•Hybrid

About The Position

Supports the daily operations and functions of Navy Federal Investment Services (NFIS). The Assistant Manager drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency. This role provides coaching and oversight to the team and supports business initiatives through cross-functional partnership. It uses data insights and frontline perspective to improve performance and support execution of NFIS priorities. The position is listed as hybrid, with hours Monday through Friday, 9:00 a.m. to 5:30 p.m. Locations include Vienna and Winchester, Virginia; Pensacola and Jacksonville, Florida; Sandy Springs, Georgia; Virginia Beach, Virginia; and Remote, USA.

Requirements

Bachelor’s degree in Finance, Business, or a related field, or an equivalent combination of education and experience.
At least 5 years of experience in financial services, investment management, or a 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 and 66, or a combination of Series 63 and 65, and Life & Health.
FINRA Series 24 license, or ability to obtain it within 120 days of the start date.

Nice To Haves

Professional designations such as CFP, ChFC, or CLU.

Responsibilities

Support day-to-day Investment Services operations, coordinate workflows, and ensure alignment with production, service, and quality standards.
Perform delegated supervisory and Office of Supervisory Jurisdiction (OSJ) functions, including reviewing and approving accounts and transactions for compliance with regulatory and internal requirements.
Coach and guide the team on business plans, production goals, and performance expectations.
Monitor and evaluate revenue, productivity, and service-quality metrics; analyze trends and recommend improvements.
Help resolve escalated member and advisor issues to ensure consistent service delivery and member satisfaction.
Conduct quality reviews of advisor interactions and provide feedback to 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 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.
Perform other duties as assigned.