Jobs at RBFCU Wealth Management

Design, implement, automate, administer, and support enterprise identity platforms centered on Microsoft Entra ID. Lead SSO and application integrations, federation, MFA, Conditional Access, identity governance, automation, migration, and Zero Trust initiatives. Troubleshoot complex production issues, manage platform reliability and compliance, participate in 24x7 rotational support, and mentor junior engineers.

Designs, administers, automates, and supports enterprise IAM platforms centered on Microsoft Entra ID, Active Directory, MFA, SSO, federation, and identity governance. Provides L2/L3 production support, troubleshoots authentication and authorization issues, develops PowerShell and Python automation, supports CI/CD and disaster recovery, monitors platform health, and maintains security documentation. The role includes application onboarding, incident and change management, collaboration with global technology teams, and participation in a 24x7 rotational support model.

Leads strategic HR initiatives and system implementations from planning through post-implementation support. Coordinates cross-functional workstreams, manages project plans, dependencies, risks, financials, communications, and stakeholder accountability. Partners with HR leaders, technology teams, vendors, and business stakeholders to deliver process improvements, organizational changes, employee experience programs, and HR technology projects. Supports change management, organizational readiness, adoption, training, and benefits realization while improving HR project delivery processes.

Performs annuity actuarial risk modeling, reporting, validation, and analysis. Supports model change evaluation, testing, documentation, governance, and process automation while developing expertise in Prophet models, market sensitivities, statutory and GAAP accounting, and annuity risk. Provides insights to management and may guide actuarial interns. Maintains actuarial credentials through ongoing professional development.

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.

Provide high-level administrative support to senior leaders: manage complex calendars, coordinate meetings/events and travel, handle communications and expense reporting, prepare presentations, support department operations and special projects, and mentor other administrative staff.

Provide high-level administrative support to senior leaders by managing complex calendars, coordinating meetings and events, handling communications, travel and expense processing, preparing presentations, supporting department operations and special projects, and mentoring/onboarding other administrative staff.

Supports experienced financial advisors while building a personal client book of business. Responsibilities include prospecting, developing a pipeline, supporting client financial planning, analyzing client data, preparing recommendations and plans, providing product expertise, executing marketing activities, managing client service processes, and maintaining regulatory and ethical standards. Required licenses include FINRA Series 7, state securities and investment adviser registrations, and state insurance product licenses within 150 days of hire.

Drive annuity sales growth across a designated territory by developing advisor relationships, executing consultative sales strategies, creating territory plans, conducting presentations, and identifying opportunities through CRM, business intelligence, and sales reporting tools. Provide annuity product expertise, monitor industry and regulatory trends, maintain compliance, collaborate with internal and external partners, and travel as needed for advisor meetings and events.

Supports experienced financial advisors by developing client relationships, building a prospect pipeline, assisting with financial planning recommendations, delivering client service, and contributing to marketing and practice operations. The role requires obtaining FINRA Series 7, securities, investment adviser representative, and state insurance licenses within 150 days.

Entry-level administrative assistant supporting multiple leaders across locations and time zones. Responsibilities include calendar, travel, and expense management; preparing reports, presentations, and correspondence; maintaining organizational records, distribution lists, and inventory; coordinating with business partners; providing backup support; and participating in training. The role requires discretion, prioritization, multitasking, strong organization, Microsoft Office proficiency, and availability for evening/night shifts.

Supports financial advisors through digital marketing, social media, website updates, email and drip campaigns, prospect outreach, CRM management, lead generation, scheduling, and performance reporting. The role builds advisor online presence, generates qualified prospects, supports client acquisition, maintains advisor relationships, and ensures compliance with regulatory requirements and service standards. Evening-shift work and regular in-office collaboration are required.

Administer and support enterprise Managed File Transfer platforms, including IBM Sterling and AWS Transfer Family. Provide production support, monitoring, troubleshooting, root-cause analysis, patching, capacity management, disaster recovery, resiliency testing, certificate and encryption lifecycle management, firewall and network coordination, partner onboarding, and incident response. Develop operational documentation and drive automation, self-service, platform reliability, and continuous improvement while supporting secure internal and external file transfers.

Drive placement of Columbia Management strategies on intermediary research platforms by building and maintaining relationships with research departments, supporting smaller intermediaries, analyzing platform recommended lists and model portfolios, partnering with product and investment teams, and supporting senior team members in sales and client service initiatives.

Supports marketing innovation initiatives across AI and emerging technology research, industry trend analysis, communications, content, presentations, stakeholder insights, and team effectiveness projects. The intern will help identify new marketing opportunities, contribute to discussions about evolving practices, collaborate with marketing professionals, and present project outcomes at the end of the internship.

The intern will analyze business and operational data, identify trends and improvement opportunities, and help develop dashboards, reports, scorecards, and visualizations. They will explore AI and automation applications, translate findings into clear recommendations, collaborate with business partners, and present project learnings. The role requires an undergraduate student graduating in December 2027 or May/June 2028, strong communication and problem-solving skills, and working knowledge of Excel and PowerPoint.

Supports marketing and sales strategy projects for wealth management solutions. The intern researches audiences and business information, develops clear messaging, creates talking points, training and onboarding materials, refreshes presentations, collaborates with marketing, product, and sales teams, and presents project recommendations. The role emphasizes communication, content development, sales readiness, and simplifying complex financial topics for advisors and clients.

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.

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.

Supports fund treasury and private fund oversight across mutual funds, ETFs, CITs, and hedge funds. Responsibilities include expense analysis, invoice and payment processing, vendor oversight, fee reconciliations, management fee validation, NAV accuracy reviews, regulatory document support, monthly reporting, approval governance, and process documentation.