Assistant Manager, Investment Services

Navy Federal Credit Union

. Support day-to-day operations across Investment Services, coordinating workflows and ensuring alignment to production, service, and quality standards .

Posted 9/18/2026full-timeSan Diego • California • United StatesMid-LevelSenior💰 $119,400 - $163,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services and investment management, with a strong focus on coaching advisor performance and analyzing performance metrics. Maintains compliance with regulatory requirements while driving operational efficiency and member satisfaction.

Highest-signal resume keywords

Financial Services ExperienceAdvisor Performance CoachingRegulatory Compliance KnowledgePerformance Data AnalysisRelevant Licenses (FINRA Series 7, 66, 24)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeFinancial Planning ConceptsPerformance Metrics AnalysisQuality Review ConductingOperational Efficiency Improvement

Soft Skills

Effective CommunicationCollaboration SkillsCoaching AbilitySound Judgment

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 24Life & Health LicenseCFPChFCCLU

Industry Keywords

Investment ManagementOffice of Supervisory Jurisdiction (OSJ)Regulated EnvironmentMember SatisfactionMarket Presence Expansion

About the role

Key responsibilities & impact

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, 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

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience
5+ 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)
FINRA Series 24 license, or ability to obtain within 120 days of start date
Professional designations such as CFP, ChFC, or CLU are desired

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks