Jobs at RBFCU Wealth Management

Supports advisor website platform operations, enhancements, and digital marketing projects from planning through launch. Coordinates with business, technology, legal, compliance, training, and communications teams; monitors website quality and updates; tracks platform performance and advisor engagement indicators; analyzes user needs and digital trends; and contributes recommendations to improve user experience, operational efficiency, and adoption of digital capabilities.

Develops sophisticated wealth management and investment strategies for high-net-worth clients. Partners with advisors, investment specialists, analysts, and financial planning professionals to assess client needs, prepare recommendations, present strategy materials, manage client cases, and implement integrated solutions. Supports strategic projects, business development, marketing initiatives, planning-system accuracy, and opportunity pipeline management.

Supports revenue accounting, reconciliations, financial analysis, journal entries, and financial, management, and regulatory reporting. Performs revenue calculations, investigates variances, maintains controls, and supports month-end and year-end close activities. Uses Excel, Power BI, Fabric, SQL, Power Query, and related tools to analyze financial data, improve processes, automate reporting, and support finance transformation projects.

Provide high-level administrative and project support for leadership: manage complex calendars, coordinate meetings and travel, prepare expenses and presentations, support department operations and events, handle communications, mentor other admins, and act with discretion and judgment in a fast-paced corporate environment.

Leads business-to-business sales and business development for financial institution partnerships, driving revenue growth, pipeline progression, complex deal execution, and market expansion. Oversees proposals, due diligence, presentations, negotiations, and contracts while coaching sales and support teams. Builds executive relationships, monitors sales metrics and competitive trends, presents opportunities to firm leaders, and collaborates across internal functions. Requires frequent travel throughout the assigned territory.

Leads multi-office financial advisory operations across Oregon and Washington, driving profitable growth, revenue, assets, recruiting, advisor productivity, client retention, and branch performance. Manages branch and associate managers, advisors, and support staff; oversees P&L, compliance, risk, supervision, coaching, business planning, and client experience. Requires frequent branch visits and strong partnerships across operations and recruiting teams.

Provides strategic compensation consulting for U.S. Wealth Management, insurance, annuities, and field operations. Partners with leaders and HR teams on hiring, promotions, retention, pay positioning, market pricing, job evaluations, compensation planning, and organizational change. Conducts competitive analyses, develops recommendations and executive presentations, improves compensation programs, and advises stakeholders on compensation philosophy, policies, and pay decisions.

Manage and execute U.S. public relations for Columbia Threadneedle Investments: media relations, pitching, interview management, distributing market commentary and thought leadership, drafting press releases and Q&As, maintaining media lists, working with retained agency, media tracking, analysis and reporting, and managing industry recognition, polls and surveys.

Conduct primary research on software and hardware companies, analyze technology trends and competitive dynamics, develop investment theses, maintain catalyst calendars, build financial models and valuation analyses, and collaborate with analysts and portfolio managers to identify equity investment opportunities.

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.

Provides legal and regulatory counsel to retail advisory businesses, including managed accounts, financial planning, investment research, and portfolio management. Advises on advisory products, disclosures, agreements, governance, compliance, risk mitigation, and emerging regulations. Partners with Compliance, Risk, regulators, outside counsel, and business stakeholders, and supports regulatory examinations and inquiries.

Leads a multi-office financial services complex across Northern California and Nevada with full P&L accountability. Drives advisor and client acquisition, retention, revenue, asset growth, recruiting, productivity, compliance, and client satisfaction. Manages branch leaders, advisors, and support staff; coaches teams, executes growth strategies, oversees performance improvement, supervises sales activities, manages risk, and conducts regular business reviews and branch visits.

Supports the global asset management compliance program through regulatory monitoring, testing, oversight, and advisory activities. Conducts compliance reviews, researches laws and regulations, develops policies and procedures with business partners, analyzes business practices and data, identifies compliance gaps, maintains records, and advises multiple business lines. The role requires strong financial services regulatory knowledge, communication and facilitation skills, and proficiency with Microsoft Office tools.

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.

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.

Regional Sales Manager coaches financial advisors across a territory to increase client acquisition, net flows, and practice growth. Responsibilities include proactive advisor support, cohort development, business planning, growth coaching, learning-lab creation, technology-enabled training, behavior-change initiatives, and collaboration with field leaders. The role also presents to advisor groups, serves as a subject matter expert, and travels to territory and national functions.

Supports advisor recruiting strategy through financial modeling, cost-benefit analysis, deal and payout-structure evaluation, profitability and cash-flow analysis, ramp-up and performance forecasting, and decision support for senior leadership. Partners with recruiting, field management, and finance stakeholders to assess recruiting packages, acquisitions, compensation programs, and growth opportunities.

Drives life insurance sales growth across Texas, New Mexico, and Louisiana through consultative advisor engagement, territory planning, relationship management, training, and strategic business development. Partners with internal wholesalers and organizational leaders, educates advisors on insurance products, analyzes sales activity and opportunities, manages territory operations and budgets, and maintains licensing and regulatory compliance. The remote role requires residing in the assigned region and traveling approximately 75% to 80%.

Supports channel marketing for investment products by developing advisor-facing content, managing intermediary campaigns, coordinating compliance reviews, maintaining Seismic content, analyzing engagement data, creating dashboards and reports, and improving marketing workflows and processes.

Administer and support the enterprise ServiceNow platform, including configuration, monitoring, integrations, incident and problem management, releases, upgrades, security, disaster recovery, and performance optimization. The role supports ITSM, ITOM, HRSD, CMDB, Discovery, and custom applications; leads major incident triage; maintains documentation and operational reporting; partners with vendors and technical teams; and mentors junior administrators while driving automation and continuous improvement.