Direct Federal Credit Union
Associate Program Manager
Direct Federal Credit Union, Winston Salem, NC
Description
ALLEGACY FEDERAL CREDIT UNION
EMPLOYEE JOB DESCRIPTION
JOB TITLE: Associate Program Manager
Experience
Position Requirements
Full-Time/Part-Time
Full-Time
Close Date
Exempt/Non-Exempt
Exempt
Location
023 - Allegacy - Headquarters/Westbrook
About the Organization
Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Pay Grade
None Specified
This position is currently accepting applications.
ALLEGACY FEDERAL CREDIT UNION
EMPLOYEE JOB DESCRIPTION
JOB TITLE: Associate Program Manager
- Train, coach and motivate assigned financial advisors. Financial advisors may be located within or at an outside managed program.
- Track and analyze key metrics for assigned Financial Advisors, including closing ratio, sales activities, branch engagement, product mix, invested dollars, and referral activity
- Stay abreast of industry trends and recommend solutions, products and services to deliver holistic financial planning
- Develop and implement a Financial Advisor development program, including continuing education and professional development resources
- Manage effectiveness of marketing strategies and promote brand recognition
- Work closely with retail directors and other credit union business lines to promote Financial Planning services and support introductions and partnerships
- Coordination of introductions to key partners within the broker/dealer and third-party partners
- Provide oversight and serve as a resource to the support team
- Assist in data analysis and reporting, including interaction with the credit union data analytics resources
- Assist in compliance and legal audits
Experience
- 5 years of experience in sales management, training, and coaching for financial planning, investment advisory programs
- Bachelor's degree in business administration, education/training, (or related degree)
- FINRA Series 7, 63, and 65/66 required. Series 9/10 required to obtain within 6 months of hire
- NC life, health and accident insurance licenses required to obtain within 6 months of hire
- Certified Financial Planner (CFP®) preferred
- Proficient in utilizing financial planning software
- Note: Travel may be required 5 -15%
Position Requirements
Full-Time/Part-Time
Full-Time
Close Date
Exempt/Non-Exempt
Exempt
Location
023 - Allegacy - Headquarters/Westbrook
About the Organization
Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.
EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Pay Grade
None Specified
This position is currently accepting applications.