Jobs at RBFCU Wealth Management

Performs business analysis, requirements gathering, process evaluation, solution design, testing, and implementation support for insurance new business and underwriting initiatives. Analyzes operational data, develops dashboards and KPIs, identifies automation opportunities, and supports AI and machine learning governance, testing, and adoption. Partners with business, technology, data, risk, compliance, and leadership teams to prioritize solutions, improve processes, and communicate measurable outcomes.

Leads planning and administration for a senior executive, driving cross-functional initiatives, organizational effectiveness, budget and goal tracking, talent processes, communications, executive meeting preparation, and strategic execution. Partners with Finance, HR, Legal, and Communications; represents the executive on key initiatives; improves processes; and coaches direct reports and support staff.

Supports senior leaders by managing calendars, communications, meetings, agendas, presentations, travel arrangements, expenses, action items, and executive-office interactions across geographies and time zones. The role liaises with internal and external stakeholders, coordinates team meetings and Town Halls, tracks deliverables, and operates independently in a fast-paced virtual and in-office environment.

Coordinates departmental priorities, schedules, meetings, events, communications, reports, expenses, and administrative activities. Supports programs, performance management, process improvements, and organizational initiatives while tracking data, deadlines, and stakeholder updates. Manages small projects, prepares leadership materials, maintains confidentiality, and identifies opportunities to improve business processes and organizational effectiveness.

Leads enterprise application configuration management, drift governance, patch governance, security baseline compliance, exception management, remediation tracking, audit evidence, metrics, and executive reporting. Partners with cybersecurity, infrastructure, cloud, vulnerability management, ServiceNow, CMDB, and technology governance teams to improve compliance, automate reporting, and strengthen cyber resilience.

Develops and maintains automated UI, web service, and ETL tests using Java, Selenium WebDriver, Rest Assured, TestNG, and database queries. Responsibilities include regression automation, defect management, incident troubleshooting, root-cause analysis, test reporting, manual and automated test scripting, and collaboration with development teams, vendors, and leadership across Agile and Waterfall environments.

Lead the design, development, implementation, and integration of ServiceNow solutions while managing developers and enforcing coding and quality standards. Translate business requirements into technical solutions, conduct code reviews, support Agile adoption, and implement ITSM workflows, modules, and integrations. Maintain expertise across ServiceNow capabilities including GRC, HRSD, ITOM, and ITBM. The role requires strong analytical, communication, documentation, risk evaluation, defect reporting, and technical leadership skills.

Supports quantitative investment research across equities, fixed income, and managed products. Analyzes performance, risk, peer groups, and market data; develops dashboards, datasets, reporting tools, validation controls, and automated processes. Partners with research teams to resolve data issues, communicate findings, improve analytical efficiency, and support investment due diligence. Requires a Series 7 license or the ability to obtain one within 120 days.

Lead and coach a customer service operations team supporting advisors, clients, and business partners. Manage workloads, resolve complex service issues, monitor transaction accuracy and call-quality metrics, and promote process improvements. Provide performance feedback, develop employees, and contribute subject matter expertise to cross-functional initiatives that improve customer experience and operational effectiveness.

Supports advisors and clients with portfolio recommendations, financial planning deliverables, investment proposals, reporting, client service, account maintenance, and daily operational tasks. Prepares analyses, presentations, and documentation while maintaining accurate CRM and financial planning records. Requires financial services experience, investment product knowledge, strong organization, and proficiency with Microsoft Office and Salesforce. This is an onsite role in Allentown, Pennsylvania.

Provides consultative HR support to leaders across Human Resources, Marketing, Strategy, and Communications. Responsibilities include workforce and organizational planning, talent management, succession planning, performance management, compensation, employee relations, leadership development, organizational effectiveness, workforce analytics, and enterprise HR program implementation. The role builds trusted relationships, advises on complex people matters, partners with HR centers of excellence, and develops actionable recommendations for organizational and talent needs.

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.

Supports experienced financial advisors by developing client relationships, building a personal business pipeline, analyzing client data, preparing financial plans, providing product recommendations, and delivering client service. The role includes marketing and lead generation, managing practice operations, pursuing required securities and insurance licenses within 150 days, and complying with legal, regulatory, and ethical standards.

Provides administrative and office support to investment teams, including scheduling, presentations, communications, travel arrangements, expense reports, invoice management, conference coordination, guest reception, and special events. The role requires strong multitasking, prioritization, discretion, communication, and interpersonal skills while supporting teams across global locations in a fast-paced environment.

Leads full-cycle recruiting for complex, specialized, and leadership-level roles across Technology, Service, and Operations. Partners with senior executives on workforce planning, talent strategy, sourcing, assessment, compensation, and offer decisions. Provides market intelligence, builds diverse talent pipelines, supports succession planning, ensures recruiting compliance, and uses analytics to improve talent acquisition outcomes and influence hiring decisions.

Supports the Seligman Investments team by managing calendars, meetings, travel arrangements, expenses, invoices, presentations, communications, reports, office requests, client visits, department programs, events, and supplies. The role requires proactive prioritization, strong communication, independent judgment, and experience supporting professionals in financial services, preferably alternative investments.

Supports retirement solutions product execution, advisor support, operational excellence, and process improvement. Conducts market and competitor research, analyzes trends and operational data, manages inquiries and workflows, maintains marketing and audit documentation, coordinates audit data, and partners with Sales, Operations, Compliance, Legal, Marketing, recordkeepers, and retirement service providers. The role also supports product approval, compensation, client service, reporting, and issue escalation activities.

Supports attorneys on bank-related legal matters by reviewing marketing materials, drafting disclosures and client-facing product agreements, preparing affiliate contracts, researching federal and state laws, and responding to internal and external requests. The role also manages special projects, collaborates with the General Counsel’s Office and business teams, and provides legal support related to banking, consumer protection, fiduciary services, and regulatory requirements.

Owns the Enterprise Architecture operating model, product roadmap, backlog, governance processes, work intake, and operational metrics. Administers Jira and Confluence, drives Agile delivery practices, maintains architecture documentation, and develops executive dashboards and reports. Facilitates governance forums, tracks risks and dependencies, improves process maturity, and promotes adoption of architecture standards. Collaborates with enterprise architects and technology leaders across cloud, networking, security, data, platform engineering, and AI domains.

Leads the centralized risk and compliance function for Wealth Management Solutions. Oversees regulatory reporting, controls, governance committees, risk assessments, supervisory procedures, audits, vendor risk, licensing, and regulatory coordination. Identifies control gaps, manages remediation, partners with senior leaders and regulators, and promotes risk awareness. Leads and develops a team of risk professionals while ensuring broker-dealer compliance and effective operational, financial, and regulatory risk management.