What are the responsibilities and job description for the Manager, Investment Sales position at WSECU?
We look forward to reviewing your application!
All applicants must include a resume.
Visa sponsorship not available.
Contact us at 1-800-562-0999 ext. 11111 with any questions.
We are an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.
Are you an Investment Industry leader who wants help take a Robust Investment platform to the next level? Do you enjoy motivating Financial Advisors to achieve sales goals and client satisfaction? Here is an exciting opportunity to support the team of Financial Advisors, Associated Advisors and Licensed Member Consultants for WSECU Investment Management and their respective members through a variety of administrative, planning, and reporting duties.
Bring your strong track record of delivering results and problem solving to lead and motivate a team of high performers! You’ll try new things and have a blast while doing it! Most importantly, your work will matter. If our dedication encourages you, we invite you to consider joining our team.
Your day may include:
- Responsible for overall performance of sales operations, delivering optimal member experience
- Demonstrating pro-active approaches to problem solving and conflict resolution for members and staff
- Actively coaching team of Advisors in moving their practice from a transactional based to Financial Planning
- Engaging with Service Delivery partners to support and grow the Investment program
- Providing Insurance and Investment coaching for Licensed Member Consultants
- Working with Management team formalize and deliver onboarding practices for new advisors and Licensed Member Consultants
- Coordinating with Broker Dealer in regards to escalated service issues
- Working with VP of Investments, actively recruit to account for team growth
- With assistance of VP of Investments, coordinating all team sales and services meetings
- Working with Management Team in developing, implementing and monitoring and an Advisor Scorecard
- Assisting Vice President of Investments and Insurance and Advisors in audit preparation and reporting in regards to broker dealer and Federal and State regulatory bodies
- Conducting all required WSECU employee performance dialogs and conversations
- Responsible for maintaining budget of Investment Sales
- Programmatic direction of investment advisor efficiency standards
- Monitoring usage in regards to member service and CRM client management entry
What you bring to the team:
- Five (5) years or more financial industry and management or leadership experience required in Investment Sales
- FINRA Series 6, 7, 63, 65 or 66 and state life and health insurance licenses
- Currently have or have the ability to obtain Series 24/26
- Satisfactory background check and clean record with securities regulations bodies
Bonus points if you have:
- A BA degree in Business Administration, Finance, or a closely related field, related experience may be substituted, year for year, for academic achievement
Competitive pay: $ DOQ, dependent on applicable qualifications
Perks: Excellent benefits package, including retirement options and paid leave
Where we’re located: 330 Union Ave SE, Olympia WA and locations throughout State of Washington
When you’d work: Monday – Friday, 8:30 am – 5:30 pm, with scheduling flexibility depending on business needs, exempt position
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