Jobs at RBFCU Wealth Management

Senior investment writer producing and editing market commentary, fund reports, and thought leadership for institutional and retail audiences. Manage editorial calendar and content workflow, review and mentor writers, and coordinate with portfolio managers, analysts, marketing, and compliance to ensure timely, compliant, client-friendly content.

Lead visual design for omnichannel marketing, creating modular templates, email and digital content, ensuring brand consistency, accessibility, and responsiveness. Collaborate with partners, use analytics to optimize designs, and set standards for scalable component libraries.

The Associate Analyst will conduct in-depth research on high-yield investments, perform financial modeling, and provide actionable recommendations to support senior analysts and portfolio managers.

Provide end-to-end production support for distributed insurance and annuities applications: respond to incidents, monitor nightly batch jobs, perform root-cause analysis, implement process improvements and automation, support on-call rotations (including US-aligned night shifts), and collaborate across distributed and mainframe technologies under ITIL processes.

Design, implement, and support enterprise employee experience platforms (primarily ServiceNow). Lead solution design, technical delivery, integrations, upgrades, and platform operations. Partner with stakeholders to drive adoption, monitor performance, troubleshoot production issues, and implement continuous improvement and AI/automation enhancements.

Support a seasoned financial advisor to build a personal book of business, obtain required securities and insurance licenses, help develop financial plans and client relationships, execute marketing and client acquisition activities, manage parts of practice operations, and adhere to legal and ethical standards.

Support design, production, and delivery of internal training and onboarding. Create and maintain knowledge base and in-tool digital adoption content (Whatfix). Coordinate session logistics, assist facilitators, test and deploy updates, analyze content, and support change management and stakeholder relationships.

The Performance Analytics Marketing Manager leads the lifecycle of presentations for annual fund boards, coordinates reporting governance, and ensures data integrity across multiple products, while engaging with senior stakeholders and maintaining brand standards.

The Principal Lead-Network Engineer oversees technology operations teams, manages network projects, and ensures operational readiness while fostering client relationships and supporting business efficiencies.

Educate and promote Structured Products and Alternative Investments to advisors via inbound/outbound calls, support sales strategies, collaborate with product partners, track activity in Salesforce and expenses in Concur, assist with presentations and regional travel, and partner with WMS teams to develop and implement sales initiatives.

Lead and manage enterprise programs to deliver on schedule, budget, scope, and quality. Coordinate cross-functional plans, manage risks and dependencies, prepare executive communications, coach and lead team performance, and partner with HR on people strategies.

Lead discovery and solution design for AI and automation initiatives, partner with business and tech teams to deliver scalable solutions, support execution and testing, analyze data to quantify opportunities, and present outcomes to senior leaders.

Prepare data summaries, trending reports, dashboards and presentations for leadership. Liaise with business lines for risk identification and report through ORM. Support ad-hoc Operational Risk Management requests related to audit and regulatory requirements.

Manage the life cycle of client account activities, including onboarding, ongoing maintenance, and termination. Ensure accuracy, collaborate with stakeholders, and process trades while adhering to company policies.

Design, plan and execute functional and non-functional test plans and automation. Write test cases, create test data, run tests, document results, manage defects, and validate fixes. Coach teams, define QA standards, ensure compliance in regulated financial services projects, and report quality metrics.

Lead franchise talent attraction, onboarding, and advisor development across the Southern California territory. Drive strategic growth, partner with field leaders, manage recruiting and onboarding processes, design customized onboarding, and support advisor engagement and performance. Travel up to 20%.

Perform actuarial tasks under supervision: modify, maintain, operate and document actuarial models, perform data analysis and predictive analytics, prepare reports, support projects within defined scope, validate controls and processes, and communicate results and status to leaders.

Coach and engage financial advisors across a region to drive client acquisition, net flows, and practice management. Build cohorts and learning labs, deliver technical and behavioral training, analyze advisor data, influence behavior change, and travel with field leaders to deliver regional and national content as a subject matter expert.

Support large-cap U.S. equity portfolio managers by performing fundamental company and industry research, financial modeling, risk management, and incorporating macro/thematic analysis. Engage with company executives, collaborate with analysts and PMs, and contribute investment insights to the portfolio construction and decision-making process.

Lead asset-management analytics strategy and solutions: translate business needs into scalable data products, design modern data architectures (lakehouse, pipelines, integration), champion AI-driven transformation and generative/agentic AI use cases, ensure data governance/quality, and act as primary business-technology liaison to deliver performance analytics and attribution capabilities.