Manager II, Investment Services - Texas

Overview

To plan, manage, and direct the operations of Navy Federal Investment Services, overseeing team growth and territory optimization. Lead and take ownership of cross-functional committees focused on strategic initiatives. Ensure exceptional member service, maximize operational efficiency, and minimize risks and losses. Develop, implement, and monitor performance standards that impact productivity and quality. Evaluate and optimize the Investment Services unit's work quality, staff performance, systems, processes, and procedures to achieve long and short-term goals. Manage daily activities of professional employees and/or supervisors. Support executive management in developing and executing strategic plans. Act as AVP in the incumbent's absence.

Responsibilities

• Develop and execute comprehensive branch partnership strategies aligned with organizational objectives
• Monitor and manage resource allocation to ensure optimal staffing levels and production standards
• Collaborate across business units to enhance operational procedures and resolve complex issues impacting member service quality
• Oversee training programs for staff, ensuring their effectiveness and alignment with performance goals
• Lead innovation in operational processes and champion change to foster a culture of continuous improvement and best practices
• Plan and execute strategic initiatives in collaboration with leaders across NFIS and NFCU, acting as an Epic Owner for essential projects
• Communicate effectively with senior leadership to ensure accountability for strategic objectives and performance outcomes
• Lead, mentor, and develop management teams, promoting a collaborative and high-performance culture that aligns with organizational goals
• Foster cross-departmental collaboration to optimize performance and align efforts across NFIS and NFCU
• Serve as a representative in NFCU committees, councils, and leadership groups to advocate for NFIS interests
• Build effective relationships with leaders across various departments to facilitate collaboration and strategic alignment
  

Qualifications

• Bachelor's degree in related field or equivalent combination of training, education and experience
• 7+ years of relevant work experience in financial services, investment management, or a related field
• 3+ years of experience in a leadership role, with demonstrated success in leading teams and driving performance
• Strong ability to manage multiple teams, ensuring alignment and cohesion in achieving objectives
• Expertise in managing projects from conception to execution, ensuring adherence to timelines and budgets
• Capacity to analyze diverse data and identify trends to inform decision-making and strategic planning
• Excellent communication skills, able to convey complex ideas and strategies to various audiences
• Flexibility to adapt strategies and processes in response to evolving business conditions or challenges
• Commitment to fostering team growth through training, feedback, and recognizing achievements

Desired Qualifications

• Bachelor's Degree in business, Finance, Insurance, Management or Marketing
• Familiarity with Navy Federal objectives, functions and policies
• CFP, ChFC, or CLU designation or working toward the completion of one of these programs

Hours: Monday - Friday, 8:00AM - 4:30PM (Hybrid)
Location: 6451 E Northwest Hwy Ste 120, Dallas, TX | 7322 Jones Maltsberger Road, Suite 136, San Antonio, TX | 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180

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