Program Manager
CUSO Financial Services, LP - Harrisburg, PA

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Join a winning team at CUSO Financial Services, L.P.!

It all began with a vision: to provide a credible, value-added, and credit union owned investment platform. Today, CUSO Financial Services (CFS) manages more than 160 programs throughout the nation. Despite our accelerated success, we still maintain a high level of "human touch" and persistent communication with our credit union partners. We pride ourselves on delivering easy, affordable and efficient financial planning, retirement, investment and insurance solutions to boost the credit union financial well-being. These tools, combined with our experience and our partners' commitment to success, have allowed us to help build some of the most successful credit union investment programs in the country .

We are currently seeking a Licensed Program Manager for our Pennsylvania Region .

This exciting position is an addition to staff to support the successful growth in our Managed Programs. Our Program Manager will work out of the Harrisburg, PA area, will be an employee of CFS, and will manage the growth of the investment programs and Registered Representatives to better serve the credit union members. To learn more about CUSO Financial Services, L.P., view www.cusonet.com .

Job Description:

The Program Manager will oversee the continued growth, revenue and profitability of a group of Managed Programs from the CFS perspective. This individual will assist in setting and achieving revenue/profit goals for the managed programs as a portfolio and individually. The Program Manager will work closely with the management and staff of the financial institution to develop a business plan designed to grow the investment business and integrate it as a core offering of the credit union. Our Program Manager will be responsible for identifying and recruiting for staffing needs at designated programs, coaching, mentoring, and providing both basic and advanced sales training to registered reps and sales assistants to implement the plan for success.

Position Requirements
  • Must have 5-7 years related investment industry experience and/or training
  • Series 7, 24, 63, 65 (or 66) and Life Insurance licenses are required.
  • CFP preferred.
  • Previous management and sales coaching experience a must
  • Strong communication skills and public speaking experience
  • Must have a clean U-4.
  • Must have proficient computer skills.
Travel is required.

CFS offers competitive salaries and comprehensive benefits package.

Please apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=749388

CUSO Financial Services, LP - 9 months ago - save job - block
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About this company
CFS is managed by experienced securities industry professionals. We offer technology systems, analysis and marketing materials to support...