Intern supporting the data - driven investment team at D11Z Ventures. Involvement in AI - powered dealflow processes and assisting investment managers in day - to - day tasks.
NU
Hybrid Supervisor, Investment Advisory Center
Posted 3 months ago
About the role
- Supervisor overseeing daily operations and member growth at Navy Federal Investment Services' Advisory Center. Ensuring optimal member satisfaction and compliance while maximizing revenue growth.
Responsibilities
- 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.
- Provide management business insight and/or potential opportunities for market growth and NFIS strategic planning and initiatives in the IAC service area.
Requirements
- 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 – Bachelor’s Degree in a related field or equivalent related experience
- Desired – Thorough knowledge of investment and insurance products and services
- Desired – Thorough knowledge and experience as a Registered Representative such as a Financial Advisor or registered support position
- Desired – Knowledge of NCUA standards and related federal, state and industry regulations
- Desired – Knowledge of Credit Union Service Organization and related processes and procedure, and regulations
- Desired – CFP, ChFC
- Desired – Knowledge of Navy Federal organization, programs, policies and procedures.
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities.
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