Are you interested in joining a progressive organization that provides innovative solutions to its members?  Digital Federal Credit Union, (DCU) approaching $9 billion in assets, located in Marlborough, Massachusetts, has an immediate opportunity for a Manager to lead the investment program. 

The Manager will be responsible for all aspects of the investment program and will develop and execute the division's business strategy and plan.  They will also be responsible for recruiting and coaching a team of Financial Consultants and overseeing the daily administrative operations.  This position will formulate and establish best practices for compliance with federal and state regulations and will serve as a liaison to the program's broker/dealer relationship.  

Reporting to the Vice President, Financial Services, this individual will bring a sales and coaching approach in leading teams while having exposure to all areas related to investment services.  The incoming Manager will collaborate with Branch Services and Marketing to ensure the effective integration of investment services within the branch environment and will communicate an inspired vision of promoting its services through various marketing channels.

A Bachelor’s degree in business with 7-10 years of financial services industry experience is required. Proven expertise in securities product sales through various distribution channels. Prior financial institution experience is preferred.  FINRA Series 7, 66, or 63 licenses required with the ability to obtain the Series 24.
 

This is a management position
This is a full time position

Visit Careers at JSpire Recruiting

Personal Information









Attachments

Other Information