Jobs at RBFCU Wealth Management

Serves as a liaison between business and IT teams by eliciting and documenting requirements, troubleshooting technology issues, managing critical incidents, coordinating service restoration, supporting technology implementations, and developing operational playbooks and user documentation. The role also promotes technology adoption, identifies recurring issues and improvement opportunities, and drives corrective actions. Candidates must be based near Columbus, Ohio, work primarily in-office, and travel up to 20%.

Build and maintain investment data solutions, quantitative models, performance attribution systems, dashboards, and reporting workflows. Validate data quality, automate analytical processes, support backtesting and scenario analysis, apply model governance, and collaborate with investment, technology, and risk teams. The role also evaluates emerging technologies, including artificial intelligence and machine learning, to improve investment research and decision-making.

Independent contractor opportunity for an emerging financial professional to develop client relationships, support financial planning, build referrals and business-development activities, and progress toward an advisory role. Responsibilities include client meeting preparation, planning analysis, documentation, follow-up, educational events, networking, licensing, and practice growth. The role offers mentorship and potential future leadership or ownership consideration, with performance-based compensation and no guaranteed salary or employee benefits.

Drives post-transition revenue, asset accumulation, client retention, and business growth for advisors in the Experienced Advisor Recruiting program. Responsibilities include analyzing books of business, identifying growth opportunities, creating business plans, coaching advisors, managing pipelines, tracking performance metrics, coordinating with field leaders and product specialists, and ensuring successful transitions into sustainable growth programs.

Leads APWG sales managers and their teams by setting expectations, coaching, developing, motivating, and managing performance. Responsibilities include one-on-one meetings, team meetings, administrative duties, PTO and timecard tracking, and ensuring brand standards. Requires a bachelor’s degree or equivalent, at least five years of relevant experience, securities registrations, and Series 24 completion within 120 days.

Supports alternative investment and manager research through investment data analysis, performance monitoring, due diligence, reporting, database maintenance, onboarding documentation, portfolio analysis, benchmarking, and market intelligence. The role collaborates with investment professionals, coordinates due diligence materials, participates in manager meetings, and supports private and liquid alternative investment strategies.

Supports HR leaders and compensation consultants through compensation data analysis, benchmarking, reporting, and consultative advice. The role manages compensation processes including salary, incentives, year-end reviews, offer analysis, market pricing, and variable compensation spreadsheets. It partners with HR Business Partners, produces HRMS reports, evaluates market trends, identifies program improvements, and provides analytical support for compensation initiatives.

Supports financial advisors by preparing basic financial plans, researching investments, processing trades and transactions, organizing client meetings, handling new business and insurance paperwork, coordinating marketing events, maintaining client files, and assisting with client tools and social media. The role requires accurate administrative support, regulatory compliance, strong communication, attention to detail, and willingness to obtain relevant securities and insurance licenses.

Support marketing governance and regulatory review for North America investor communications: manage shareholder reporting, review and approve content for compliance, maintain collateral database, provide production reporting and analysis, attend governance meetings, coordinate with compliance, and identify process improvements to reduce risk and speed time to market.

Supports compensation program administration through recurring and ad hoc reporting, data analysis, quality checks, controls, and process documentation. Identifies discrepancies and automation opportunities, improves operational efficiency, and designs infrastructure for new processes. The role partners with stakeholders across India and the US, manages multiple process improvement initiatives, and delivers accurate results within defined SLAs and timelines.

Investigates fraud, financial crime, compliance violations, and other sensitive matters. Analyzes transactions and data to detect suspicious activity, gathers documentation, assesses risk, makes recommendations, supports escalated investigations, develops procedures, monitors regulatory requirements, and trains investigators on fraud trends and processes.

Initiates and validates daily trades for managed mutual fund, ETF, model, and auto-rebalance portfolios. Processes trade rejects, exceptions, and client requests; supports business partners with trading inquiries and research. Maintains relationships with internal trading teams, external money managers, and vendors, while contributing to system, tool, and process improvements.

Partner with Client Management and cross-functional teams to define and maintain end-to-end client journeys, identify and prioritise improvements, support implementation and embedding, produce MI/KPIs and dashboards, partner with Tech/CRM for automation and AI solutions, prepare executive materials, and ensure compliance with Consumer Duty.

Prepare and review VAT/GST returns, reconciliations, and tax accounting entries for UK, EMEA, and APAC entities. Coordinate with consultants and stakeholders to resolve indirect tax issues, support compliance projects, monitor legislative changes, provide training, and recommend process improvements and automation. Assist with audits and produce supporting documentation.

Provide technology and platform support to US-based financial advisors. Resolve tool and workflow issues quickly, explain technical concepts clearly, support advisor processes including onboarding, eMeetings, AI tools, financial planning, and CRM, and stay current on system enhancements. The role also involves cold calling, proactive problem solving, cross-functional project support, and maintaining professional, compliant service across time zones.

Plans and executes IT audit, risk, control, and SOX/MAR/FDICIA compliance activities. Evaluates governance and control effectiveness, identifies deficiencies, assesses risks, recommends improvements, coordinates with control groups, communicates progress and roadblocks, and presents audit objectives and results to management.

Lead strategy and end-to-end lifecycle for checking, savings, and CD products. Own roadmap, pricing, financial modeling, forecasting, and cross-functional execution. Drive data-driven acquisition and engagement, build performance dashboards, ensure regulatory and operational compliance, and mentor product teams to optimize growth, profitability, and customer experience.

Leads full-stack development and modernization of cloud-based investment technology platforms. Designs APIs, user interfaces, AWS infrastructure, integrations, CI/CD pipelines, and production support processes. Oversees code reviews, testing, security, documentation, root-cause analysis, and operational improvements. Partners with investment, product, operations, vendors, and technology stakeholders to define requirements and deliver scalable solutions. Provides technical leadership, mentorship, governance, and delivery oversight across employees, contractors, and vendor teams.

Own and evolve the Adobe Experience Platform data product to enable Real-Time CDP, AJO, and CJA use cases. Ensure data quality, XDM schema and identity standards, monitor platform health and license consumption, partner with Technology, Marketing, Analytics and Adobe, and drive a roadmap for scalable personalized customer experiences.

Support EMEA Distribution through advanced analytics, dashboarding, reporting, automation, forecasting, and trend analysis. Partner with stakeholders to translate complex data into actionable commercial insights, improve client engagement, and enhance business performance. Build scalable Power BI or Tableau solutions, use Python and SQL for analysis and automation, and contribute to continuous process improvement.