Associate Program Manager

Job Description

Job Description

Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking an Associate Program Manager to join their team in the Winston Salem area.

ABOUT ALLEGACY : Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success?

Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy.

Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

Position Responsibilities

• 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%

EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA / SIPC.

CFS is a broker / dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.

To learn more about CFS, please visit www.cusonet.com.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor.

Products offered through CFS : are not NCUA / NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal.

Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS (Member FINRA / SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.

We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.

We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

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