Investment Services Team Lead & Advisor Performance Coach
Jobtailor
Navy Federal Investment Services (NFIS) is seeking a seasoned professional to coach advisor performance, analyze production data, and reinforce regulatory compliance across teams. This role will drive member experience and revenue outcomes while ensuring operational consistency and cross-functional collaboration. Ideal candidates bring 5+ years in financial services or investment management, strong data analysis skills, and relevant licenses. #J-18808-Ljbffr Jobtailor
- ...leadership to develop the company's guidance Lead the Q&A preparation process —... ...investors Articulate the Cloudflare investment narrative in a credible way Plan and... ...Monitor and synthesize analyst coverage, peer performance, investor sentiment, market dynamics,...Performance
- ...regular risk reviews. You will analyze performance drivers, conduct independent... ..., and integrate insights into investment strategies while collaborating with client service, portfolio management, and external clients. Represent the team in client discussions and industry...Performance
$96.5k - $207.5k
...member of the coverage team. More specifically... ...commercial investment and owner-occupied... ...prior to closing. Lead role in the review... ...Partners as a trusted advisor for construction... ...and constructive performance feedback; developing... ...and customer service. A self starter with...PerformanceFor contractorsBank staff- Northwestern Mutual is hiring aspiring Financial Advisors to launch and grow personal practices... ...holistic financial plans, including investments and retirement strategies. The role... ..., and uncapped earning potential via a performance-based compensation structure; you...PerformanceFor contractors
$50k - $100k
...role, NOT a customer service cold call center We are... ...with many of the leading financial institutions... ...Guide clients through investment, insurance, and estate... ...Ability to collaborate in a team-focused, growth-... ...0,000+ annually, 100% performance-driven. #J-18808-Ljbffr...PerformanceRemote workFlexible hours$70k - $102k
...Act as a liaison and meet with staff monthly to provide grant performance reports, including utilization of grant funds, remaining available... ...to detail. Ability to work independently and as part of a team. Strong interpersonal skills to effectively communicate with internal...PerformanceContract workWork at office- ...institutional clients on investment objectives, policy, asset... ...Present capital markets and performance updates to executive... ...requirements and brief the team Maintain and expand client... ...in a project team and coach/mentor junior colleagues Lead efforts to market and expand...PerformanceWork at office
$74.55k - $104.37k
...Portfolio Quality team and other assigned Access Plus Capital... ...day-to-day operations of loan servicing and loan portfolios of APC. Works... ...functions, including hiring, performance evaluations, employee... ...including performance management, coaching, and team leadership. OTHER QUALIFICATIONS...PerformanceWork experience placementWork at officeWeekend workAfternoon shift$107.2k - $160.8k
...clients. Achieve goals and performance targets as set by the... ...performance behaviors, self-service options, and best practices and coach them to ensure... ...Word, PowerPoint, Outlook, Teams and Salesforce. Knowledge... ...Blue Book and industry-leading dealer-facing companies...PerformanceLive inRemote workVisa sponsorshipFlexible hoursShift workNight shift$155k - $185k
...PQE) to join its Los Angeles team. The ideal candidate will have... ...work and superior client service Experience working with nonprofits... ..., institutional lenders, or investment banks is a plus Compensation... ...bonus potential based on performance Benefits Comprehensive health...PerformanceWork at officeImmediate startFlexible hours$115k - $140k
...personal care with our line of natural, high-performance products. We're on a high-growth, fast-... ...-solving skills to join our growing team. This person will support special projects... ...You 1-3 years of finance experience in investment banking or private equity (required) and...PerformanceFull timeLocal area- ...experienced Wealth Advisor to join our growing team in Southern California... ...planning, investment management, retirement... ...support of a full-service wealth management organization... ...of the nation's leading credit unions.... ...that can maximize performance. Ensure business activities...Performance
- ...different kind of financial services firm, one that puts... ...center of saving and investing. Here, you’ll make an... ...of paid training and coaching as you obtain your state... ...’s comprehensive advisor onboarding program. After... ...to investment product performance. Equal Employment Opportunity...Performance
$25 - $26.77 per hour
..., recognizing and rewarding performance, and supporting our teammates... ...whether shaped by military service, community college education... ...small business, lending, and investments Manages financial center... ...eligible. We provide industry‑leading benefits, access to paid time...PerformanceHourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $26.77 per hour
..., recognizing and rewarding performance, and how we make an impact in... ...transactions through self-service resources, such as mobile banking... ...business, lending, and investments Manages financial center traffic... .... We provide industry-leading benefits, access to paid time...PerformanceHourly payWork at officeFlexible hoursShift workWeekend workDay shift$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is... ...Education Funding Investment & Advisory Services Trust Services Retirement... ...earning potential through a performance-based compensation structure... ..., joining a sophisticated team, or becoming an advanced...PerformanceFull timeContract workFor contractorsWork at office$107k - $172k
...opportunities for our own employees by investing in their growth. We aspire to... ...hybrid, meaning it will be performed both from home and from a... ...by the business needs of the team. We are seeking a Senior... ...location Being accompanied by a service dog Having a sign language...PerformanceFor contractorsWork at officeFlexible hours$25 - $26.77 per hour
..., recognizing and rewarding performance, and supporting our teammates... ...whether shaped by military service, community college education... ...small business, lending, and investments Manages financial center... ...eligible. We provide industry-leading benefits, access to paid time...PerformanceHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...deliver regular risk reviews Analyze performance drivers, including return and... ...Integrate research insights into investment strategies Partner with client service, portfolio management, and external... ...topics Represent the team in client discussions and industry...Performance
$125k - $150k
...of applying AI/ML to investment management. We have become... ...concert music performances, humanitarian aid, opera... ...You will be part of a team that loves to succeed... ...with some of the world's leading institutional investors... ...providing outstanding client service Partner with our...PerformanceWork at officeLocal area- ...welcomed. As a member of our team, you'll have the power to make... ...volume and funding packet quality. Leads Funding operations within... ...regulations. Supervise, train, coach, and mentor staff. Communicate... ...indicate future operational performance issues Innovative mindset to...PerformanceLive inRemote work
$100k - $140k
VP Investment Consultant - Northern California Calamos... ...investment teams across all asset classes... ...well as the financial advisors and consultants who... ...dedication to superior performance and client service. Develops and... ...identify and pursue leads generated from referrals...PerformanceFull timeTemporary workWork at officeFlexible hours$75k - $110k
...best participate based on fit to EVCS Responsible for organizing team efforts around-, writing, and editing company submissions to... ...on experience, skills, and internal equity Eligibility for a performance-based annual bonus Equity participation, providing an opportunity...PerformanceContract workWork at officeLocal areaRemote work$81.3k - $101.6k
...Governance & Portfolio Control• Lead and support the annual Capex... ...drivers impacting project performance.• Monitor project actuals vs.... ...financial recommendations to support investment decisions and steer key... ...actionable terms for project teams and leadership.Reporting and...Performance$200k - $250k
...planning with our team-based Roundtable... ...plans and investment management services to over 90,000 households... ..., Financial Advisor to join a... ...things like tenure, performance, and geographic... ...RVP to help close leads provided by various... ...events, coaching programs, and proficient...PerformanceFull timeTemporary workWork at officeRemote workFlexible hours- ...Guide implementation of the investment strategy (acquisitions, operations... ...and analyze financial performance Lead ongoing valuations and develop... ...with assigned sector team Guide development of annual... ...sophisticated investors and wealth advisors Experience preparing DDQs,...Performance
- ...with external brokerage partners, legal counsel, and outsourced transaction management service providers to negotiate commercially favorable lease terms, and manage provider performance against agreed-upon KPIs. Track and manage all critical dates across the global...PerformanceTemporary workWorldwide
- ...- Private Client Investment Associate - Stevenson... ...customer service, all while maintaining... ...Responsibilities Support Advisors' book of business,... ...planning and lead generation. Manage... ...services, and prepare performance reports. Engage in... ...Foster a positive team culture. Required...PerformanceFull time
$25 - $26.77 per hour
..., recognizing and rewarding performance, and how we make an impact in... ...transactions through self‑service resources, such as mobile banking... ...business, lending, and investments Manages financial center traffic... .... We provide industry‑leading benefits, access to paid time...PerformanceHourly payWork at officeShift workWeekend workDay shift$25 - $26.77 per hour
..., recognizing and rewarding performance, and how we make an impact in... ...transactions through self-service resources, such as mobile banking... ...business, lending, and investments Manages financial center traffic... .... We provide industry-leading benefits, access to paid time...PerformanceHourly payWork at officeFlexible hoursShift workWeekend workDay shift
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