Investment Services Manager
Apply NowCompany: Oregon Community Credit Union
Location: Eugene, OR 97402
Description:
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.
This position is hybrid and individuals in the role are required to live in Oregon. The starting salary range is $95,000-$123,000 and eligibility for incentives.
The Investment Services Manager oversees the department to meet assigned targets, ensuring compliance with policies, procedures, and regulations. They build relationships within the organization, with members and external partners, and implement best practices and process improvements. They are responsible for meeting revenue goals and work with leadership to grow the department and align strategic plans with organizational objectives. This position is eligible for commissions based on personal production, with a primary focus on managing the team.
Applicants must have at least five years of experience as a financial planner or stockbroker and three years of experience managing a sales team. Preferred licenses include Series 7, 65/66, state insurance licenses, and Certified Financial Planner certification. A bachelor's degree is preferred, along with proven experience driving measurable business outcomes. Alternatively, a combination of relevant education and experience that demonstrates the necessary knowledge, skills, and abilities will also be considered.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.
This position is hybrid and individuals in the role are required to live in Oregon. The starting salary range is $95,000-$123,000 and eligibility for incentives.
The Investment Services Manager oversees the department to meet assigned targets, ensuring compliance with policies, procedures, and regulations. They build relationships within the organization, with members and external partners, and implement best practices and process improvements. They are responsible for meeting revenue goals and work with leadership to grow the department and align strategic plans with organizational objectives. This position is eligible for commissions based on personal production, with a primary focus on managing the team.
Applicants must have at least five years of experience as a financial planner or stockbroker and three years of experience managing a sales team. Preferred licenses include Series 7, 65/66, state insurance licenses, and Certified Financial Planner certification. A bachelor's degree is preferred, along with proven experience driving measurable business outcomes. Alternatively, a combination of relevant education and experience that demonstrates the necessary knowledge, skills, and abilities will also be considered.
OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 12 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.
OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.