Assistant Manager, Investment Services

Navy Federal Credit Union

Assistant Manager supporting daily operations of Navy Federal Investment Services. Coaching team and driving productivity for improved member experience and revenue outcomes.

Posted 8/1/2026full-timeVienna • California, Virginia, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $111,600 - $163,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services and investment management, with a strong focus on advisor performance coaching, data analysis, and regulatory compliance. Possesses relevant licenses and a solid understanding of investment products and financial planning concepts.

Highest-signal resume keywords

Bachelor’s Degree In Finance5+ Years Of Experience In Financial ServicesCoaching And Performance Metrics SupportFINRA Series 7 And 66 LicensesData Analysis And Insights

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementFinancial Planning ConceptsRegulatory CompliancePerformance Data AnalysisAdvisor Performance Support

Soft Skills

Effective CommunicationCollaboration SkillsSound Judgment

Certifications & Qualifications

FINRA Series 24CFPChFCCLUFINRA Series 52FINRA Series 53

Industry Keywords

Navy Federal Investment ServicesOperational ConsistencyMember ExperienceProductivityCross-Functional Partnership

About the role

Key responsibilities & impact

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

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)
Relevant licenses (FINRA Series 24) or ability to obtain within 120 days of start date
Desired Qualifications: Professional designations such as CFP, ChFC, or CLU; Relevant licenses (FINRA Series 52 and Series 53)

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks