Supervisor Investment Advisory Center

Overview To supervise the daily operations and functions of Navy Federal Investment Services (NFIS) Investment Advisory Center (IAC). Support NFIS strategic revenue growth by maximizing member growth, provision of NFIS investment services and financial planning. Ensure new accounts and member relationships built by IAC staff achieve optimal member satisfaction and fiduciary performance, maximize revenue growth and market penetration while complying with regulatory, industry, NFIS standards, processes and procedures. To provide management business insight and/or potential opportunities for market growth and NFIS strategic planning/and initiatives in the IAC service area. Responsibilities + Perform OSJ (Office of Supervisory Jurisdiction) functions inclusive of monitor/review, approve/reject new accounts and/or transactions of IAC and external financial advisory staff in accordance with FINRA, SEC, NFIS Compliance, and NFCU policy and procedure guidelines + Respond and ensure timely/accurate resolution to escalated member inquiries from staff + Lead the development of IAC registered representativesu2019 individual business plans and production goals through initial/ongoing review, counseling, reassessments, and ensure their alignment to achieve firm goals + Develop key performance indicators and quality standards for IAC revenue and process performance, member satisfaction, and monitor/analyze results to determine corrective measures and recommendations for efficiency improvements + Listen, monitor and evaluate appointments on a scheduled basis to determine staff quality, responsiveness and professionalism and determine corrective actions Compile, prepare and review activity reports, production documents, required regulatory reports and internal/external audits + Act as advocate to promote NFIS products and services to GPO business units through participation in NFCU business and community activities, presentations and promotions Ensure IAC staff adheres to federal/industry regulations and NFIS standards, processes and procedures + Serve as a resource for IAC staff regarding NFIS, NFCU and strategic partner strategies Keep current and communicate financial planning trends, regulatory changes, and insurance industry changes/trends changes to staff + Maintain, apply and communicate knowledge of changes and new trends in systems/technology + Conduct NFIS training to NFCU business units and on-going coaching, role-playing, and training for IAC staff + Perform supervisory duties: + Set performance standards and expectations; selects, manages, measures, rewards, and develops staff to ensure desired results + Set clear direction to ensure goals and objectives align with departmentu2019s policies and procedures and company strategies + Create a professional, positive work environment and excellent service delivery is encouraged + Evaluate budget requirements and recommend changes to budget to support business objectives and needs + Performs other duties as assigned Qualifications + Experience within the financial services industry, preferably with customer interaction + Experience in a leadership or supervisory position + Previous experience as a registered representative of brokerage/investment/insurance products and services + Previous experience with creating, managing commission and related production plans + All required licenses and registration: FINRA Series 7, 24, and NASAA Series 65 & 63 or 66 registration and Life and Health Insurance Licensed within 90 days + Working knowledge of regulations related to brokerage/investment industry + Strong interpersonal, verbal and written communication skills + Strong organization, planning, and time management skills + Strong research, analytical, decision-making, and problem-solving skills + Working knowledge of marketing/promotion practices and programs + Desired u2013 Bacheloru2019s Degree in a related field or equivalent related experience + Desired u2013 Thorough knowledge of investment and insurance products and services + Desired u2013 Thorough knowledge and experience as a Registered Representative such as a Financial Advisor or registered support position + Desired u2013 Knowledge of NCUA standards and related federal, state and industry regulations + Desired u2013 Knowledge of Credit Union Service Organization and related processes and procedure, and regulations + Desired u2013 CFP, ChFC + Desired u2013 Knowledge of Navy Federal organization, programs, policies and procedures Hours: Monday - Friday, 8:30AM - 5:00PM Location: 5510 Heritage Oaks Dr. Pensacola, FL 32526 820 Follin Lane, Vienna, VA 22180 9999 Willow Creek Road San Diego, CA 92131 11270 St Johns Industrial Parkway South Jacksonville, FL 32246 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180 Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. About Us 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 passion. u2022 Fortune 100 Best Companies to Work For 2025 u2022 Yello and WayUp Top 100 Internship Programs u2022 Computerworldu00ae Best Places to Work in IT u2022 Newsweek Most Loved Workplaces u2022 2025 PEOPLEu00ae Companies That Care u2022 Newsweek Most Trustworthy Companies in America u2022 Military Times 2025 Best for Vets Employers u2022 Best Companies for Latinos to Work for 2024 u2022 Forbesu00ae 2025 America's Best Large Employers u2022 Forbesu00ae 2025 America's Best Employers for New Grads u2022 Forbesu00ae 2025 America's Best Employers for Tech Workers u2022 2025 RippleMatch Campus Forward Award Winner for Overall Excellence u2022 Top Military Spouse Employers 2025 u2022 2025 Handshake Early Talent Award From Fortune. u00a92025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring teamu2019s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page ( of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. REQNUMBER: 28408

Created: 2026-01-29