OnPoint Community Credit Union
Manager, Investment Services Sales
OnPoint Community Credit Union, Portland, Oregon, United States, 97204
Manager, Investment Services Sales
OnPoint Community Credit Union invites applications for the Manager, Investment Services Sales role, located in Portland, OR. This position leads a high-performing team of financial advisors, driving the growth and success of the Investment Services team through sales leadership, strategic planning, and exceptional member service.
Job Summary The manager is responsible for sales and service management, creation and attainment of advisor performance goals, recruiting and maintaining the advisor team, and ensuring financial solutions support the financial well‑being of members. This role will foster collaboration across branches, coach advisors, and ensure that regulatory and broker‑dealer policies are met.
Essential Functions
Build and maintain a high‑performance, member‑centric sales culture across the Investment Services team
Lead the advisor team in recruitment and hiring, setting goals, providing guidance and coaching, evaluating performance, and reviewing sales pipeline activity
Develop individual advisor scorecards, business plans, and performance metrics aligned with team and OnPoint’s strategic plan
Guide advisors in offering personalized financial plans and investment and insurance solutions that align with each member’s financial goals
Implement and maintain a standardized sales and service delivery model, including comprehensive financial planning practices
Ensure advisors document member interactions accurately and thoroughly in CRM and follow established prospecting, pipeline, and sales documentation processes
Provide sales leadership in the development and execution of Investment Services marketing campaigns and promotions
Ensure the development, tracking, and management of an effective sales pipeline driven by referrals from credit union channels and marketing activity
Partner with the SVP, Investment Services to evaluate and refine advisory, insurance, and investment solutions and expand offerings to meet evolving member needs
Mentor advisors in navigating branch partnerships, building referral networks, and establishing ongoing relationships with credit union employees
Prepare department reports, advisor scorecards, and dashboards to monitor key metrics and outcomes
Coach and monitor adherence to all relevant sales, service, and documentation policies, as well as broker‑dealer and regulatory standards (e.g., FINRA, SEC, BSA/AML)
Reinforce a culture of ethical conduct and acting in the member’s best interest at all times
Other duties as assigned
Knowledge, Skills & Competencies
Excellent sales and member service behaviors, with ability to coach others
Understanding of the correlation between sales & service
Leadership skills to motivate and guide teams
Strong presentation skills
High level of member service, professionalism, sales, problem‑solving, organization, motivation and self‑management skills
Strong technology and computer skills, troubleshooting, data manipulation, Microsoft Office proficiency, cybersecurity concepts
Ability to coordinate multiple assignments and prioritize work
Teamwork and strong interpersonal communication skills
Self‑directed and capable of functioning with limited supervision
Qualifications
Bachelor’s degree required, Finance, Business, or related field preferred
Minimum of 5 years of experience in investment sales, financial advising, or financial services leadership
FINRA Series 7, 63, 65, or 66
Strong working knowledge of investment and insurance products, financial planning, and applicable regulatory guidelines
Proven ability to lead, coach, and inspire financial advisors to achieve sales goals and deliver exceptional member experiences
Securities and Investment Advisory Services Securities offered through
Raymond James Financial Services, Inc. , Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
#J-18808-Ljbffr
Job Summary The manager is responsible for sales and service management, creation and attainment of advisor performance goals, recruiting and maintaining the advisor team, and ensuring financial solutions support the financial well‑being of members. This role will foster collaboration across branches, coach advisors, and ensure that regulatory and broker‑dealer policies are met.
Essential Functions
Build and maintain a high‑performance, member‑centric sales culture across the Investment Services team
Lead the advisor team in recruitment and hiring, setting goals, providing guidance and coaching, evaluating performance, and reviewing sales pipeline activity
Develop individual advisor scorecards, business plans, and performance metrics aligned with team and OnPoint’s strategic plan
Guide advisors in offering personalized financial plans and investment and insurance solutions that align with each member’s financial goals
Implement and maintain a standardized sales and service delivery model, including comprehensive financial planning practices
Ensure advisors document member interactions accurately and thoroughly in CRM and follow established prospecting, pipeline, and sales documentation processes
Provide sales leadership in the development and execution of Investment Services marketing campaigns and promotions
Ensure the development, tracking, and management of an effective sales pipeline driven by referrals from credit union channels and marketing activity
Partner with the SVP, Investment Services to evaluate and refine advisory, insurance, and investment solutions and expand offerings to meet evolving member needs
Mentor advisors in navigating branch partnerships, building referral networks, and establishing ongoing relationships with credit union employees
Prepare department reports, advisor scorecards, and dashboards to monitor key metrics and outcomes
Coach and monitor adherence to all relevant sales, service, and documentation policies, as well as broker‑dealer and regulatory standards (e.g., FINRA, SEC, BSA/AML)
Reinforce a culture of ethical conduct and acting in the member’s best interest at all times
Other duties as assigned
Knowledge, Skills & Competencies
Excellent sales and member service behaviors, with ability to coach others
Understanding of the correlation between sales & service
Leadership skills to motivate and guide teams
Strong presentation skills
High level of member service, professionalism, sales, problem‑solving, organization, motivation and self‑management skills
Strong technology and computer skills, troubleshooting, data manipulation, Microsoft Office proficiency, cybersecurity concepts
Ability to coordinate multiple assignments and prioritize work
Teamwork and strong interpersonal communication skills
Self‑directed and capable of functioning with limited supervision
Qualifications
Bachelor’s degree required, Finance, Business, or related field preferred
Minimum of 5 years of experience in investment sales, financial advising, or financial services leadership
FINRA Series 7, 63, 65, or 66
Strong working knowledge of investment and insurance products, financial planning, and applicable regulatory guidelines
Proven ability to lead, coach, and inspire financial advisors to achieve sales goals and deliver exceptional member experiences
Securities and Investment Advisory Services Securities offered through
Raymond James Financial Services, Inc. , Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
#J-18808-Ljbffr