Assistant Manager, Investment Services

Job-:
Navy Federal Financial Group (NFFG)

Location:

Vienna, VA, United States;
Pensacola, FL, United States;
Winchester, VA, United States;
Atlanta, GA, United States;
Virginia Beach, VA, United States;
Jacksonville, FL, United States;
United States Workplace:
Hybrid

Schedule:

Full time, Regular Hours Posted:
Closes:
Targeted Salary Range: $112,700 - $164,700 annually

Supports daily operations and functions of Navy Federal Investment Services (NFIS). Drives productivity, member experience, and revenue outcomes by reinforcing performance standards, regulatory compliance, and operational consistency. Provides coaching and oversight to team while supporting business initiatives through cross-functional partnership. Uses data insights and frontline perspective to improve performance and support execution of NFIS priorities.

Qualifications Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience5+ 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 licenses (FINRA Series 7, 66, or combination of 63 & 65, Life & Health)
Relevant licenses (FINRA Series 24 ) or ability to obtain or ability to obtain within 120 days of start date Desired Qualifications Professional designations such as CFP, ChFC, or CLUAdditional Information

Hours:

Monday - Friday, 9:00AM - 5:30PM Hybrid Locations:820 Follin Lane, Vienna, VA  Heritage Oaks Dr. Pensacola, FL  Security Drive, Winchester, VA 22602 4 Concourse Parkway Suite #100 Sandy Springs, GA  Bendix Rd Suite 250 Virginia Beach, VA  St Johns Industrial Parkway South Jacksonville, FL 32246 Remote, USA 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 (Office of Supervisory Jurisdiction) 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 (e.g., revenue, productivity, service quality); analyze trends and recommend improvements

Support resolution of escalated member and advisor issues to ensure consistent service delivery and member satisfaction

Conduct quality reviews of advisor interactions; provide feedback and 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 execution of 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 efforts

Perform other duties as assigned
About the company

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful:
Make our mission your…