Program Sales Manager

Kohler Credit Union•Sheboygan, WI

1d•Onsite

About The Position

Kohler Credit Union is seeking a Program Sales Manager to lead its Investment and Retirement Services Program onsite at its Corporate Center in Sheboygan, Wisconsin. The role combines strategic leadership, team development, relationship building, and program growth to strengthen member relationships, improve performance, and support continuous improvement. The manager leads and develops a high-performing team by establishing goals, coaching employees, and fostering collaboration, accountability, and continuous improvement. In partnership with investment advisors, internal teams, and senior leadership, the manager identifies ways to increase member engagement, generate referrals, and grow the program. The role also analyzes program performance and business results to identify trends, improve processes, and enhance operational efficiency. The manager supports advisors with client onboarding, account setup, and transaction processing, while maintaining accurate records and ensuring compliance with applicable regulations and Kohler Credit Union policies. The position also involves monitoring industry trends and opportunities to support the program’s continued growth and provide exceptional service to members and advisors.

Requirements

Bachelor's degree in Business Administration, Finance, or a related field, or equivalent experience.
At least 6 years of experience in sales, program management, or financial services.
Understanding of personal investment products, retirement accounts, and financial planning principles.
Strong organizational and multitasking skills, attention to detail, and ability to manage competing priorities.
Excellent communication and interpersonal skills, including the ability to build relationships, foster collaboration, and inspire others.
Ability to follow applicable government regulations and other requirements affecting the credit union industry.
Applicants must be authorized to work in the United States without current or future sponsorship.

Nice To Haves

Experience within a credit union or investment advisory setting is preferred.
Series 7, Series 66, and Life and Health Insurance licenses, or willingness to obtain them.
Signature Guarantee Medallion Program Certification, Notary Public Certification, and Entity License, or willingness to obtain them.

Responsibilities

Lead and develop the Investment and Retirement Services Program team.
Establish clear team goals, provide coaching and feedback, and foster collaboration, accountability, and continuous improvement.
Build partnerships with investment advisors, internal teams, and senior leadership.
Identify opportunities to increase member engagement, generate referrals, and drive program growth.
Analyze program performance and business results to identify trends and opportunities for improvement.
Improve processes and operational efficiency.
Support advisors with client onboarding, account setup, and transaction processing.
Maintain accurate records and ensure compliance with applicable regulations and Kohler Credit Union policies.
Stay informed about industry trends and emerging opportunities.
Support exceptional service for members and advisors.