Vice President or Director, Investment Services

This is a remote position. 

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.

Currently, we have an immediate opening for a Vice President or Director, Investment Services to join our team! The VP/Director of Investment Services is responsible for leading the investment services area, overseeing project planning and execution, driving revenue growth, developing sales strategies, and managing strategic partnerships and key client relationships. This role requires a strategic thinker with proven sales leadership experience within the financial services sector.  

Primary Responsibilities:

• Establishing, leading and executing the Wealth Management strategy by engaging members, collaborating with cross-functional teams, and delivering holistic financial plans aligned with members’ best interests. 
• Promoting the Credit Union’s services and expanding our member base by providing comprehensive financial plans, individually tailored investment advice, and portfolio management aligned with each members’ goals.
• Serving as the primary liaison between the Credit Union and the broker-dealer, ensuring effective communication and execution of contractual obligations.
• Overseeing day-to-day operations of the investment program, including advisor support, vendor relationships, reporting & data analytics, and program performance monitoring.
• Creating, evaluating, and updating policies and procedures to ensure the investment programs are current with all laws and regulations.
• Identifying and implementing process improvements to enhance efficiency and effectiveness within investment services for the ultimate member experience.
• Ensuring all projects and sales activities comply with regulatory requirements and industry best practices while staying updated on changes and adjusting plans accordingly.

Leadership Responsibilities:

• Developing, leading and mentoring a high-performing national sales team by providing support to achieve individual and team objectives and regularly meeting with each team member to ensure alignment around FFCU’s mission, vision, and values.
• Providing team members with training, tools, and resources to successfully perform their jobs. 
• Holding teams accountable for meeting all service level agreements, ensuring the team’s work is accurate/efficient, and providing coaching, feedback, or training as needed.  
• Providing and ensuring development opportunities are available for team members as part of their overall career path with the Credit Union.
• Leading change by identifying opportunities that consistently raise the bar and improve service levels.
• Assisting the Credit Union with executing the business plan of the organization.

Basic Qualifications:

• Education: Bachelor’s degree in Business or a related field.
• Licenses/Certifications: CFP required. Series 7, 63, and 65 or 66 licenses also required.
• Minimum 10 years’ experience selling investment and insurance products.
• Experience managing employees.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.