Jobs at RBFCU Wealth Management

Lead and operationally support identity and access governance: enforce policies, monitor compliance, run access reviews and attestations, support IGA/PAM tools, perform risk assessments, produce reports, coordinate audits, and improve identity/security processes across applications and infrastructure.

Support EMEA Distribution by delivering actionable commercial insights, building and maintaining dashboards, automating reporting, performing advanced analytics (trend analysis, forecasting), and collaborating with stakeholders to prioritize and deliver high-impact data solutions.

Operate and support enterprise AI/ML platforms (Dataiku, SageMaker); enable AWS AI/ML services; build CI/CD, IaC, automation, and deployment patterns; ensure monitoring, security, governance, and cost optimization; collaborate with data scientists and engineers to convert prototypes into production-ready solutions and maintain operational health and dashboards.

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.

Lead recruiting, onboarding, and development for novice and experienced advisors and franchise staff across the territory. Drive advisor business planning, engagement, and practice growth; manage sourcing, interviews, onboarding plans, and support field leadership to implement growth initiatives.

Promote RiverSource insurance products to Ameriprise advisors via inbound and selective outbound calls. Answer product questions, run illustrations/proposals, match solutions to client needs, partner with wholesaling teams, pass required exams, and maintain licensure and CE requirements.

Support advisors by preparing client materials, executing trades and transactions, assisting with onboarding and financial plans, conducting investment research, maintaining records, and ensuring compliance with firm policies and regulations.

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

Coordinate enterprise responses to operational disruptions, technology incidents, cyber events, and other crises. Maintain crisis management documentation and playbooks, facilitate stakeholder communications, track actions and escalations, support exercises and simulations, and lead post-incident improvement activities. Partner with business, technology, cybersecurity, risk, communications, and executive teams to strengthen organizational resilience. The role includes on-call responsibilities approximately 20–30% of the time and requires in-office work at least four days per week.

Lead financial reporting, shareholder reports, financial statements, and regulatory filings for mutual funds and other investment products. Oversee audits, controls, risk management, service providers, accounting standards, and regulatory compliance. Partner cross-functionally on new products and reporting changes, while driving automation, process improvements, operational excellence, and staff development.

Lead administration and production support for Informatica on-prem and cloud (IDMC), manage ETL batch recoveries, perform upgrades/migrations, troubleshoot incidents with vendors, provide root-cause analysis, and support after-hours/on-call needs to maintain high availability.

Administer and enhance Workday, Cornerstone LMS, ServiceNow, and other HR systems. Configure Workday modules, manage integrations, translate stakeholder needs into system solutions, develop and execute testing, troubleshoot complex issues, manage risks, support releases, and drive continuous improvement. The role also provides subject-matter expertise, product roadmap input, documentation, stakeholder consultation, training, and mentorship.

Manage a regional advisor recruiting pipeline for a financial services organization. Responsibilities include sourcing qualified advisor candidates, maintaining recruiting records, communicating value propositions, evaluating practice portability and compliance, building referral networks, partnering with field leadership, resolving candidate issues, tracking results, and supporting diversity hiring. The role requires strong financial services knowledge, relationship management, negotiation, coaching, analytical, and communication skills.

Develop and maintain Power BI dashboards and Power Platform workflows, automate reports, perform quality checks, transform complex datasets into user-friendly reports, improve controls and validations, document processes, and deliver automation efficiencies for the PMO.

Supports investment research and RIA teams through performance reporting, portfolio attribution, benchmarking, risk analysis, model oversight, advisor-facing materials, and automated analytics. Builds scalable reporting solutions using Power BI, SQL, Python, and Dataiku while maintaining data quality through reconciliation, validation, documentation, and governance. Partners with investment and business teams to deliver portfolio insights and support advisor adoption and business growth.

Supports enterprise Third-Party Risk Management programs by monitoring policy compliance, coordinating with business stakeholders, tracking KPIs and KRIs, maintaining TPRM documentation and tools, supporting training and reporting, identifying emerging third-party risks, and escalating incidents. The role also contributes to TPRM lifecycle oversight, 4th-party risk initiatives, process enhancements, and continuous improvement of the TPRM operating model.

Manage and grow the UX Research team; lead end-to-end qualitative and quantitative research across mobile and desktop; translate insights into actionable product and experience strategies; collaborate with product, design, and technology partners to create journey maps and service blueprints; present findings to senior stakeholders and mentor UX professionals.

Supervise daily treasury operations, including cash management, liquidity forecasting, cash flow reconciliation, multi-currency payments, funding, and FX hedging. Ensure payment obligations, liquidity requirements, risk limits, and regulatory controls are met. The role also supports business continuity, disaster recovery, system upgrades, process automation, and strategic liquidity projects while collaborating with global internal and external partners.

Supports experienced financial advisors by building client relationships, developing a personal book of business, generating leads, and contributing to financial planning recommendations. Responsibilities include obtaining required securities and insurance licenses, supporting client service, developing marketing and acquisition plans, analyzing client data, preparing financial plans, providing product expertise, improving practice operations, and maintaining regulatory and ethical standards.

Works with experienced financial advisors to build a personal book of business and develop client relationships. Responsibilities include prospecting, pipeline development, financial data analysis, planning recommendations, client support, product expertise, marketing, practice operations, and regulatory compliance. The advisor must obtain required securities and insurance licenses within 150 days and contribute to a collaborative team practice.