Manager, Investment Services Program
Patelco Credit Union•Dublin, CA
289d•$86,753 - $108,439•Hybrid
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About The Position
In this role, the incumbent is responsible for developing and measuring short and long-term strategic plans (including marketing) for the Investment Services Program with a focus to increase revenue, improve member penetration and quality service. They will assist, coach and mentor the team to develop personal plans and hold them accountable to execute and measure the plans following the credit union and the broker dealer's guidelines.
