Jobs at RBFCU Wealth Management

Provide comprehensive financial planning and investment management to clients, grow and transition client relationships, manage and expand an existing book of business, and work in-office with support for onboarding and asset matching programs.

Manage relationships with third-party asset managers, drive business initiatives, and collaborate with internal teams to enhance product offerings.

The role involves overseeing fund administration, managing supplier relations, ensuring compliance with SLAs, and driving continuous improvements in fund accounting processes.

Design and manage user interfaces and deliverables (wireframes, mockups, prototypes). Conduct and present UX research, translate requirements into UX/UI specs and acceptance criteria, collaborate with product and engineering, and coach/manage a small UX team to deliver user-centered digital experiences across desktop and mobile.

Conduct forward-looking risk analysis on equity portfolios across EMEA, lead investment risk reviews, monitor compliance with internal guidelines, enhance risk tools, and provide quantitative insights to product and client teams to support investment decisions.

Manage LDI and derivative portfolios, construct hedges against liabilities, monitor risk and performance, oversee OTC derivative trades, develop market views and products, prepare client communications, and maintain relationships with trading desks and stakeholders.

Provide employment law support to the Global Employment Law Team. Advise on contentious and non-contentious HR matters, draft contracts, policies and settlement agreements, assist with employment and benefits litigation, conduct legal research, liaise with external counsel, support transformation and M&A-related employment issues, manage Benefits Committee legal deliverables, and handle an independent caseload with structured supervision.

Lead discovery and solutioning for AI and automation across business processes. Elicit requirements, map current/future states, produce functional requirements and user stories, coordinate testing and UAT, analyze data to size opportunities, and present recommendations to senior leaders while supporting end-to-end implementation and change readiness.

Lead and coach an operations team to ensure accurate, compliant processing and service. Drive process improvements, document policies, manage workload and metrics, partner with stakeholders, and support projects as a subject matter expert.

Lead and evolve the equity research function for Wealth Management Solutions. Set research standards and methodologies, manage analyst coverage and succession, recruit and develop research talent, align research with portfolio construction and compliance, and oversee advisor-facing market commentary and investment communications to support portfolio decisions and advisor guidance.

Support a seasoned financial advisor to build a personal book of business, develop client relationships, obtain required securities and insurance licenses, assist in financial planning, execute client acquisition and marketing activities, and help manage practice operations.

Responsible for day-to-day production support, incident management, automation, and performance tuning of relational databases (Aurora Postgres, RDS Postgres, MySQL). Manage IaC (Terraform), configuration management (Ansible), AWS database services, monitoring, backups, migrations, and runbooks while collaborating with cross-functional teams to ensure stability and scalability of database platforms.

Design and implement automation and reporting solutions for Controllership using Python, Power BI, and Microsoft Fabric. Build reconciliations, dashboards, controls, and drive finance transformation while partnering with stakeholders across Finance, Risk, Compliance, Technology, and Data.

Support a seasoned financial advisor to build a personal book of business by developing client relationships, obtaining required securities and insurance licenses, assisting with financial planning and product recommendations, executing marketing and client acquisition activities, and managing parts of practice operations while adhering to legal and ethical standards.

Lead Agile teams to deliver digital collaboration within the Client Secure Site. Own product vision, roadmap, backlog, KPIs, and budget. Serve as voice of the customer, drive advisor and client adoption, partner with UX, engineering, and business stakeholders, and use qualitative and quantitative data to inform product decisions and prioritize work.

Lead technical design and delivery of Salesforce Marketing Cloud and Salesforce CRM solutions. Build personalized campaigns, data models, journeys, integrations, and automation. Collaborate with business and tech partners on roadmaps, testing, documentation, and optimizations to improve marketing-to-sales processes and platform reliability.

The Data Enablement Lead will drive the enterprise data enablement strategy, ensuring effective data governance and management across various data domains while promoting scalable data products on cloud platforms like AWS and Snowflake.

The Intelligent Automation Senior Manager will lead the discovery and implementation of advanced automation solutions, support process analysis, and provide guidance on best practices in asset management, collaborating with business leaders for transformation.

Manage and complete RFPs, RFIs, DDQs and related documents for actively managed asset classes. Compile, edit, proofread and analyze responses; coordinate with subject matter experts; maintain content database; track multiple deliverables and deadlines to support new and existing business growth.

Lead ServiceNow development for governance capabilities (HAM, SAM, EA, GRC, AI Control Tower). Mentor developers, define roadmap, design and deploy applications, catalogs, workflows, and integrations (REST/SOAP/LDAP/MID Server). Implement automation and AI/ML-driven workflows, ensure ITIL compliance and platform stability, support SRE/operations for upgrades, and collaborate with stakeholders for continuous improvement.