Director Member Investment Sales and Services

Description Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: The Director, Member Investment Sales & Service provides strategic leadership and operational oversight for the credit union's investment services and insurance programs. The Director leads Investment Service Coordinators who support financial advisors affiliated with LPL through TruStage and ensures the delivery of a compliant, member-focused, and growth-oriented investment program. This role does not directly provide investment advice or act as a producing securities agent. Education and/or Experience: Bachelor's degree in a relevant field required or eight years of directly related experience Minimum of six years of relevant experience with a minimum three years leading or influencing people Active Series 66 license required Strong business acumen with a broad understanding of fundamental business principles Analytical problem-solving skills Attention to detail Excellent oral and written communication skills Strong interpersonal skills and effective working relationships with all stakeholders, both internal and external Proficiency in Microsoft Office (Outlook, Excel, PowerPoint) Public speaking skills Job Responsibilities: Responsible for program performance, service excellence, sales enablement, and regulatory oversight associated with investment services Develop and implement short and long-term sales strategies and training to increase revenue and profit margin for TruStage lending protection and investment products Leads sales activities and efforts through Teachers Investment Services Coordinators Works collaboratively across departments to provide leadership, coaching, and development for the front-line teams throughout the organization to achieve company objectives Develop and manage strategic business relationships by understanding requirements and collaborating with stakeholders to create effective strategies and plans Develop policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards Partner with Retail Operations, Internal Auditing, and Compliance to ensure compliance with regulatory standards and mitigate risk Ensures maximum effectiveness of sales and service goals by developing, implementing, and conducting training programs to support Contact Center, Premier, Relationship Sales, Retail and Lending departments Research new training methods and determines feasibility of use Evaluates and enhances training programs to maximize revenue goals and enhance employee development Conducts training on- and off-site to both general employee groups and management groups Stays informed of industry regulations and best practices, adjusting strategies and procedures accordingly. Performs other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives Paid time off for vacation, personal days, and holidays 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is offered to full-time employees Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $138,500 - $173k. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit Click here to view: California Privacy Notice #LI-KM

Created: 2026-03-07