Program Sales Manager

Kohler Credit Union•Sheboygan, WI

3d•Onsite

About The Position

Kohler Credit Union is hiring 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 and improve program performance. The manager will lead and develop a high-performing team by setting goals, coaching and providing feedback, and fostering collaboration, accountability, and continuous improvement. Working with investment advisors, internal teams, and senior leadership, the manager will identify opportunities 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 increase operational efficiency. The manager supports advisors with client onboarding, account setup, and transaction processing; maintains accurate records; and ensures compliance with applicable regulations and Kohler Credit Union policies. Staying informed about industry trends and emerging opportunities is part of positioning the program for continued growth and providing 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.
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.
Authorization to work in the United States without current or future sponsorship.

Nice To Haves

Experience in a credit union or investment advisory setting.

Responsibilities

Lead and develop a high-performing team by setting clear goals, coaching, and providing feedback.
Foster collaboration, accountability, and continuous improvement.
Build strategic partnerships with investment advisors, internal teams, and senior leadership.
Identify opportunities to increase member engagement, generate referrals, and grow the program.
Analyze program performance and business results to identify trends and 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 to position the program for continued growth.
Support exceptional service for members and advisors.