Navy Federal Credit Union · 16 hours ago
Manager II, Investment Services - Texas
San Antonio, TX
Full-time
Hybrid
Mid, Senior Level
$137K/yr - $176K/yr
7+ years expNavy Federal Credit Union is a leading financial institution, and they are seeking a Manager II for Investment Services. The role involves planning and directing operations, optimizing team performance, and ensuring exceptional member service while managing strategic initiatives across the organization.
AssociationFinancial ServicesNon Profit
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
Qualification
Required
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
Preferred
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
Benefits
Highly competitive pay
Generous benefits and perks
Company
Navy Federal Credit Union
Since 1933, Navy Federal has grown from seven members to over 4 million members. And since that time, their vision statement has remained
10001+ employees
H1B Sponsorship
Navy Federal Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (217)
2024 (110)
2023 (106)
2022 (76)
2021 (38)
2020 (19)
Funding
Current Stage
Late StageLeadership Team
Dietrich Kuhlmann
President & CEO
Kara Cardona
Chief Operating Officer
Recent News
Boston Herald
2026-01-23
The Orlando Sentinel
2026-01-22
2026-01-13
Company data provided by crunchbase