Jobs at RBFCU Wealth Management

The Compliance Analyst will support compliance activities, regulatory reporting, policy maintenance, and provide business advice on compliance matters in Luxembourg.

Assist financial advisors in servicing clients by preparing financial plans, conducting investment research, managing office workflow, and supporting marketing efforts.

Lead Workday and HR systems administration: manage and enhance Workday modules and integrations, gather and translate business requirements, configure processes, test and support releases, troubleshoot complex issues, and mentor HR systems team members to improve employee experience and reduce risk.

Lead data analysis and modeling efforts, managing large datasets, and translating insights into actionable business knowledge while providing analytical thought leadership.

The Quantitative Analyst will develop stock selection models, enhance research platforms, analyze data, present findings, and collaborate with research teams to improve investment strategies.

Lead and modernize the People Analytics function to deliver timely, actionable workforce insights using advanced analytics, predictive modeling, AI/IA, and self-service tooling. Partner with HR, business, and tech stakeholders to prioritize use cases, ensure data quality and governance, accelerate speed-to-insight, and communicate executive-level narratives. Build and develop a hybrid analytics team, embed analytics into decision-making, and measure business impact.

The Director leads the deferred compensation and LTIA programs, ensuring compliance, governance, and alignment with organizational goals while managing stakeholder relationships and vendor oversight.

Lead due diligence and investment research for hedge funds, private credit, private equity, real estate, and other alternatives. Source and evaluate managers, perform detailed analysis, monitor existing investments, prepare recommendations for Investment Committee, and act as subject matter expert for internal partners and advisors.

Support an independent Ameriprise advisor by managing daily operations, client acquisition and marketing, preparing financial plans and product recommendations, executing client transactions, and handling business management and client care duties while adhering to compliance and regulatory requirements.

Support the Active ETF Business Development team by handling client queries, creating and updating ETF marketing and product materials, coordinating trading and operations, analysing market and competitor trends, and supporting sales tracking. Build technical ETF knowledge and gradually engage directly with clients at meetings and events to help grow assets under management.

Provide oversight of outsourced fund administration for Luxembourg, Irish and Dutch UCITS and AIFs (liquid and illiquid). Monitor SLAs/KPIs, perform due diligence, resolve supplier issues, support fund launches, prepare board and regulatory materials, liaise with control functions, and ensure regulatory compliance and timely reporting.

Support global operations for derivatives trade lifecycle: manage electronic trade workflow, resolve failed/unmatched trades, liaise with brokers/custodians/vendors, monitor controls and exposures, and recommend process improvements for settlement and collateral management.

Develop and support Data Quality projects, resolve data issues, implement quality rules, and communicate with business units and IT teams.

The Senior Data Scientist will develop analytical solutions for marketing and risk management, manage data sets, and support modeling activities, collaborating with teams to deliver actionable business insights.

The Sales Supervision Manager conducts reviews of advisor-client interactions, evaluates product suitability, mitigates risk, and enhances policy adherence through training and coaching while staying updated on regulatory changes.

Lead end-to-end planning and execution of marketing campaigns, coordinating internal Brand/Creative teams and external agencies. Translate strategy into executable plans, manage schedules, budgets, tracking, reporting, and optimization. Coach and mentor producers, ensure brand alignment, scalability of processes, and delivery of customer-focused marketing outcomes.

This role involves supervising and ensuring compliance for Registered Principals, preparing audits, managing reports, and coordinating training sessions.

As a Financial Advisor, you'll assist clients with financial planning, build relationships, conduct meetings, and develop marketing strategies to grow your practice.

The Data Analyst will perform ad-hoc business analysis, develop predictive models, and translate business requirements into actionable solutions, while collaborating with internal and external teams.

Lead and enhance the first Line of Defense risk management program for Service & Operations at a clearing broker-dealer. Oversee trading and operations controls, regulatory reporting (CAT, TRACE, MSRB), control design and remediation, regulatory exam readiness, and cross-line liaison with Compliance, Legal, and Internal Audit. Manage a team of risk professionals and promote a culture of accountability and continuous improvement.