Advanced knowledge of investment and retirement management portfolios * Extensive experience in demonstrating thought-leadership, initiative taking, decision-making and creativity in solving business ...
Advanced knowledge of investment and retirement management portfolios * Extensive experience in demonstrating thought-leadership, initiative taking, decision-making and creativity in solving business ...
Painter / Maintenance Technician
Salem, VA · On-site
$20 - $24/hr
Always follows Friendship Retirement Community guidelines when purchasing needed materials and ... Manager * Develops and maintains a current knowledge of buildings systems. Typical areas include ...
Painter / Maintenance Technician
Salem, VA · On-site
$20 - $24/hr
Always follows Friendship Retirement Community guidelines when purchasing needed materials and ... Manager * Develops and maintains a current knowledge of buildings systems. Typical areas include ...
Join Our Upscale Retirement Community Dining Team! We're looking for enthusiastic Dining Room ... proudly owned and managed by the Bainum Family. With over 50 years of experience providing ...
Quick apply
Join Our Upscale Retirement Community Dining Team! We're looking for enthusiastic Dining Room ... proudly owned and managed by the Bainum Family. With over 50 years of experience providing ...
Maintenance Technician
Roanoke, VA · On-site
$20 - $22/hr
Always follows Friendship Retirement Community guidelines when purchasing needed materials and ... Manager * Develops and maintains a current knowledge of buildings systems. Typical areas include ...
Maintenance Technician
Roanoke, VA · On-site
$20 - $22/hr
Always follows Friendship Retirement Community guidelines when purchasing needed materials and ... Manager * Develops and maintains a current knowledge of buildings systems. Typical areas include ...
Transportation Driver - Full-Time
$21 - $22/hr
Full-Time Transportation Driver Assisted Living & Retirement Living Community We are seeking a ... Company Description The Woodlands is proudly owned and managed by the Bainum Family. With over 50 ...
Quick apply
Transportation Driver - Full-Time
$21 - $22/hr
Full-Time Transportation Driver Assisted Living & Retirement Living Community We are seeking a ... Company Description The Woodlands is proudly owned and managed by the Bainum Family. With over 50 ...
Registered Nurse Supervisor (SIGN-ON BONUS)
Norfolk, VA · On-site
$45 - $50/hr
... Retirement Community (CCRC) located in Norfolk. Our community features 300 Independent Living ... Strong organization, prioritization, and time management in a fast-paced environment. * Flexible ...
Registered Nurse Supervisor (SIGN-ON BONUS)
Norfolk, VA · On-site
$45 - $50/hr
... Retirement Community (CCRC) located in Norfolk. Our community features 300 Independent Living ... Strong organization, prioritization, and time management in a fast-paced environment. * Flexible ...
Exercise Instructor / Wellness Coordinator
Roanoke, VA · On-site
$24 - $26/hr
Manages monthly wellness calendar * Creates monthly wellness based lectures, trips, etc. * Works ... Monday-Friday 8:00 AM - 4:30 PM Benefits for full time positions include: * 401(k) retirement plan ...
Exercise Instructor / Wellness Coordinator
Roanoke, VA · On-site
$24 - $26/hr
Manages monthly wellness calendar * Creates monthly wellness based lectures, trips, etc. * Works ... Monday-Friday 8:00 AM - 4:30 PM Benefits for full time positions include: * 401(k) retirement plan ...
Dining Room Supervisor
Norfolk, VA · On-site
$20 - $25/hr
Job Type Full-time Description Harbor's Edge is a premier 5-star Continuing Care Retirement ... Bachelor's degree in Hospitality Management or related field preferred. * Experience supervising ...
Dining Room Supervisor
Norfolk, VA · On-site
$20 - $25/hr
Job Type Full-time Description Harbor's Edge is a premier 5-star Continuing Care Retirement ... Bachelor's degree in Hospitality Management or related field preferred. * Experience supervising ...
Benefits Manager
Fishersville, VA · On-site
$91K - $154K/yr
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
Quick apply
Benefits Manager
Fishersville, VA · On-site
$91K - $154K/yr
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
Benefits Manager
$91K - $154K/hr
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
Benefits Manager
$91K - $154K/hr
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
Benefits Manager
Fishersville, VA · On-site
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
Benefits Manager
Fishersville, VA · On-site
The Benefits Manager is responsible for the strategic oversight and analysis of employer-sponsored defined contribution retirement plans, self-insured health and dental plans, and other welfare ...
The ideal candidate brings expertise in managing complex benefits programs, retirement systems ... wellness initiatives, and vendor relationships, along with a passion for supporting employees so ...
New
The ideal candidate brings expertise in managing complex benefits programs, retirement systems ... wellness initiatives, and vendor relationships, along with a passion for supporting employees so ...
New
Description Find your purpose, passion and possibilities at Vinson Hall, a premier retirement community with an outstanding reputation. Set on 23 peaceful acres in McLean, our unique community brings ...
Description Find your purpose, passion and possibilities at Vinson Hall, a premier retirement community with an outstanding reputation. Set on 23 peaceful acres in McLean, our unique community brings ...
Assistant Property Manager (HUD Property)
Vienna, VA · On-site
$61K - $73K/yr
The Assistant General Manager, under the direction of the General Property Manager in managing all aspects of a high-rise senior living community in accordance with the goals, policies, and ...
Assistant Property Manager (HUD Property)
Vienna, VA · On-site
$61K - $73K/yr
The Assistant General Manager, under the direction of the General Property Manager in managing all aspects of a high-rise senior living community in accordance with the goals, policies, and ...
Description Retirement Unlimited is seeking an Environmental Services Director to join the team ... Responsible for managing any vehicles used by the Community, including arranging for the routine ...
Description Retirement Unlimited is seeking an Environmental Services Director to join the team ... Responsible for managing any vehicles used by the Community, including arranging for the routine ...
Concierge PT (4pm-8pm EOW)
Newport News, VA · On-site
$14 - $18.25/hr
Description Retirement Unlimited, Inc. (RUI) is seeking a welcoming and service-focused Concierge ... Support the Business Office Manager with administrative tasks such as ordering supplies, filing ...
Concierge PT (4pm-8pm EOW)
Newport News, VA · On-site
$14 - $18.25/hr
Description Retirement Unlimited, Inc. (RUI) is seeking a welcoming and service-focused Concierge ... Support the Business Office Manager with administrative tasks such as ordering supplies, filing ...
Business Manager A
Lynchburg, VA · On-site
$61K - $68K/yr
Business Manager A Job no: 5108175 Work type: Full-Time (Salaried) Location: Lynchburg, Virginia ... a state retirement plan with options for tax-deferred retirement savings including employer ...
Business Manager A
Lynchburg, VA · On-site
$61K - $68K/yr
Business Manager A Job no: 5108175 Work type: Full-Time (Salaried) Location: Lynchburg, Virginia ... a state retirement plan with options for tax-deferred retirement savings including employer ...
Office Assistant
Arlington, VA · On-site
$22/hr
Manage incoming phone calls, emails, and mail, directing inquiries to the appropriate department or ... Retirement savings plan * Employee assistance and more * Term life and Voluntary supplemental life ...
New
Office Assistant
Arlington, VA · On-site
$22/hr
Manage incoming phone calls, emails, and mail, directing inquiries to the appropriate department or ... Retirement savings plan * Employee assistance and more * Term life and Voluntary supplemental life ...
New
Director of Finance
Annandale, VA · On-site
$80 - $120/hr
Manages all accounting operational functions * Develops costs for supply and equipment items * Develops proposed salary costs * Develops proposed employee benefit costs * Monitors cash flow of the ...
Director of Finance
Annandale, VA · On-site
$80 - $120/hr
Manages all accounting operational functions * Develops costs for supply and equipment items * Develops proposed salary costs * Develops proposed employee benefit costs * Monitors cash flow of the ...
Trainer - Infection Control Preventionist
Mclean, VA · On-site
$45 - $50/hr
Description Find your purpose, passion and possibilities at Vinson Hall, a premier retirement community with an outstanding reputation. Set on 23 peaceful acres in McLean, our unique community brings ...
Trainer - Infection Control Preventionist
Mclean, VA · On-site
$45 - $50/hr
Description Find your purpose, passion and possibilities at Vinson Hall, a premier retirement community with an outstanding reputation. Set on 23 peaceful acres in McLean, our unique community brings ...
Retirement Manager information
What is the difference between Retirement Manager vs Retirement Advisor?
| Aspect | Retirement Manager | Retirement Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or CFP® | CFP, ChFC, or similar financial planning certifications |
| Work Environment | Financial institutions, retirement plan providers | Financial advisory firms, independent practices |
| Employer & Industry | Employers managing retirement plans or funds | Clients seeking retirement planning advice |
While both roles focus on retirement planning, Retirement Managers typically oversee retirement funds and plan operations within organizations, ensuring compliance and fund management. Retirement Advisors primarily work directly with clients, providing personalized retirement planning and investment advice. Understanding these differences helps individuals choose the right professional for their retirement needs.
What is a retirement manager?
What are the key skills and qualifications needed to thrive as a retirement manager?
What are some common challenges faced by a retirement manager, and how can they be addressed?

Full-time
Posted 6 days ago
Navy Federal Credit Union rating
8.1
Based on 274 frontline employees who took The Breakroom Quiz
59th of 150 rated financial services
Job description
To oversee, manage and direct Navy Federal's Treasury division, including Investments & Capital Markets, Financial Planning & Risk Management, Financial Planning & Corporate Costing branches, and the Corporate Economist. Oversee/administer Navy Federal's investment and capital market activities, corporate borrowing/funding, and mortgage sales and securitization strategies. Oversee the short and long term corporate financial planning (AFP) process, and ensure proper implementation of profitability and cost accounting models are generated to improve business financial results. Ensure Treasury division goals align with the organization's mission, vision and values. Direct report to Chief Financial Officer.
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
- FORTUNE 100 Best Companies to Work For 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes 2025 America's Best Large Employers
- Forbes 2025 America's Best Employers for New Grads
- Forbes 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Extensive experience in financial portfolio, and/or balance sheet, management, for a large financial organization
- Advanced knowledge of federal and state laws pertaining to the management of mortgage capital markets, asset/liability risk management, and related financial modeling tools for variance analysis, forecasting and cost-benefit analysis
- Extensive experience in mortgage sales, market trade/securities, and related financial planning and accounting principles
- Advanced knowledge of investment and retirement management portfolios
- Extensive experience in demonstrating thought-leadership, initiative taking, decision-making and creativity in solving business problems
- Extensive experience in identifying relevant analytical problems, determining appropriate diagnostic methods, and solving unique and complex issues/problems
- Extensive experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
- Extensive experience in managing multiple priorities independently and/or in a team environment
- Significant experience in vendor management and oversight
- Expert analytical/quantitative, reconciliation and deductive reasoning skills
- Advanced skill leading with diplomacy and tact while maintaining appropriate assertiveness and persistence
- Expert skill in results-oriented leadership in a challenging environment
- Advanced verbal, written, interpersonal, and presentation skills
- Expert skill influencing and building consensus with business partners
- Master's degree in Business Administration (MBA), Accounting, Economics, or related field, or the equivalent combination of education, training and experience
Desired Qualifications
- Prior experience in a senior financial leadership role for a large financial institution
- Advanced knowledge of, and extensive experience with, credit union or retail banking operations
- Advanced knowledge of Navy Federal's products, services, programs, policies, and procedures
- CPA certification
Additional Information
Hours:
- Monday - Friday, 8:00 AM - 4:30 PM
Location:
- 820 Follin Lane, Vienna, VA 22180
- 5510 Heritage Oaks Dr. Pensacola, FL 32526
- Assume responsibility/accountability for the leadership, direction, and management of the Treasury division
- Provide strategic recommendations to the Chief Financial Officer and senior executive leadership regarding the organization's investments & capital markets, financial planning, risk management, corporate cost accounting, annual financial and retirement plans, and compliance and regulatory matters
- Oversee Navy Federal's investment portfolio and capital markets activities to ensure adequate liquidity levels, including corporate borrowing and funding, retirement plans, as well as the trading and securitization of the multi-billion dollar mortgage pipeline risk management function
- Establish and implement short and long-term division goals, objectives, policies, and operating procedures; monitor and evaluate program effectiveness; implement improvement, as needed
- Determine and review gaps in divisional performance, establish divisional performance metrics, and ensure appropriate improvements are initiated and managed
- Direct Navy Federal financial markets by analyzing and integrating existing U.S. monetary policy, domestic and international interest rate trends, and the global economic environment to formulate investment and funding strategy
- Oversee Financial Risk Management (FRM) balance sheet to ensure approaches and activities are aligned with Board of Directors goals, and NCUA best practices and regulatory requirements
- Ensure and administer the development of related stress testing to provide the Board of Directors access and transparency regarding capital and liquidity adequacy
- Provide positive leadership to the Treasury division through teaching, training, employee engagement, succession planning, and mentorship programs
- Administer oversight of business and product level profitability analyses, the corporate three year annual financial plan (AFP), and related cost accounting activities
- Provide senior leadership recommendations and strategies for changes to corporate budgets, impact of external changes influencing product profitability, and methods for improvement
- Oversee/manage the design, development and implementation of systems and regular testing of key financial internal controls, systems, and procedures
- Oversee the execution of derivatives transactions used for balance sheet management?
- Administer the securitization of Navy Federal loans into financial instruments by thorough market analysis, effective structuring/pooling, and delivery to third party investors
- Manage the interaction between Investment & Capital Markets, financial planning, costing/funding, and internal and external auditing actuaries and NCUA examiners
- Review divisional effectiveness of operational processes, analyzes trends, and report on opportunities for improved efficiencies, technologies, and expansion of company growth
- Perform other duties as assigned
What Navy Federal Credit Union employees say
Pay
Benefits
Hours and flexibility
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About Navy Federal Credit Union
Sourced by ZipRecruiter
Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Vienna, VA, US
Year founded
1933