Assistant Program Manager

ALLEGACY FEDERAL CREDIT UNION

EMPLOYEE JOB DESCRIPTION

JOB TITLE: Associate Program Manager

Train, coach and motivate assigned financial advisors. Financial advisors may be located within or at an outside managed program.

Track and analyze key metrics for assigned Financial Advisors, including closing ratio, sales activities, branch engagement, product mix, invested dollars, and referral activity

Stay abreast of industry trends and recommend solutions, products and services to deliver holistic financial planning

Develop and implement a Financial Advisor development program, including continuing education and professional development resources

Manage effectiveness of marketing strategies and promote brand recognition

Work closely with retail directors and other credit union business lines to promote Financial Planning services and support introductions and partnerships

Coordination of introductions to key partners within the broker/dealer and third-party partners

Provide oversight and serve as a resource to the support team

Assist in data analysis and reporting, including interaction with the credit union data analytics resources

Assist in compliance and legal audits

Experience

5 years of experience in sales management, training, and coaching for financial planning, investment advisory programs

Bachelor’s degree in business administration, education/training, (or related degree)

FINRA Series 7, 63, and 65/66 required. Series 9/10 required to obtain within 6 months of hire

NC life, health and accident insurance licenses required to obtain within 6 months of hire

Certified Financial Planner (CFP®) preferred

Proficient in utilizing financial planning software

Note: Travel may be required 5 -15%