Are you an Investment Industry leader who wants help take a Robust Investment platform to the next level? In this role you will be managing workflow, optimizing processes, and ensuring compliance. Here is an exciting opportunity to support and focus on enhancing operational efficiency, driving process improvements, and supporting the investment team in delivering high-quality service to credit union members.

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
• Providing coaching, supporting, career/job development to the operations team, fostering a culture of collaboration and continuous improvement
• Leading regular team meetings to discuss operational updates, goals, and challenges
• Developing training programs and resources to enhance team performance and ensuring they stay up to date with industry regulations and best practices
• Assigning tasks and projects to team members, monitoring progress, and ensuring deadlines are met
• Managing and resolving operational issues in a timely manner, collaborating with the VP of Investments and/or Manager of Investment Sales when necessary
• Gaining and maintaining proficiency in the current broker dealer workflows and procedures
• Implementing new technologies or strategies to streamline investment operations
• Conducting regular reviews of workflows to ensure efficiency, accuracy, and adherence to regulatory standards
• Keeping up to date with broker dealer updates and implementing those items into Operational workflow
• Collaborating with other departments to ensure seamless integration and communication across the organization
• Ensuring all investment operations comply with regulatory and legal requirements, including those set by FINRA, SEC, and other relevant bodies

What you bring to the team:

• BA degree in Business Administration, Finance, or a closely related field, related experience may be substituted, year for year, for academic achievement
• Five (5) years of experience in operations experience, preferably within a credit union or financial institution
• Proven leadership experience managing small teams
• Excellent organizational and project management skills, with a focus on process improvement.
• Ability to work under pressure and meet deadlines
• Strong communication and interpersonal skills, with a focus on team development
• Proficiency with investment management software, Microsoft Office Suite and CRM systems

Bonus points if you have:

• Securities license 7, 63, or 65/66 and Washington States Life license or the ability to achieve in the first two years
• Experience in an Investment firm
• Strong knowledge of investment products and services, as well as industry regulations (FINRA, SEC, etc.)

Competitive pay: $37.24 - $55.86 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package.

• The target starting pay for this position is $37.24 - $46.55 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant’s pay history into account.
• The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position.

Position location: 330 Union Ave, Olympia WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite 2 occasions per week.

When you’d work: Monday – Friday, 8:00 am – 5:00pm, full time minimum 40 hours per week, with scheduling flexibility required to meet business needs.

Working from home/hybrid requirements: 

• Reliable, high-speed home internet connection
• Private, confidential workspace, away from distractions and other people
• Suitable desk/surface and desk chair

Perks: Here are a few benefits and perks we offer:

• Medical, Dental, Vision, and Life Insurance with Premiums paid by WSECU
• Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
• Part-Time employees accrue general leave, on a monthly basis
• 11 Paid Holidays
• Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
• Employer paid Long Term Care plan for Part-Time employees
• 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
• Paid Volunteer Leave
• Tuition Assistance
• Employee Assistance Program & Employee Discounts
• And, you get to work with some awesome people!

WSECU is honored to be recognized as the number one credit union in in the state on Forbes magazine’s list of best credit unions in Washington. Members are at the heart of everything we do. Their feedback helps us determine our path and knowing that same member feedback led to this recognition is incredibly rewarding.

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We look forward to reviewing your application!

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 1.800.562.0999 x11111 with any questions.

We champion our employees’ unique differences because we believe diversity is critical to the success of our members and the communities we serve. We’re proud to provide a workplace based on equality and do not discriminate based on 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.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable application to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 800.562.0999 x11111 or email us for assistance.