Jobs at RBFCU Wealth Management

Conduct autonomous investment research and manager selection for equity funds and SMAs; prepare written reports, manage external partner relationships, support product development, and lead strategic projects and cross-organizational initiatives.

Supports senior leaders and executive offices through complex calendar management, meeting coordination, communications, agenda and presentation preparation, expense processing, travel arrangements, email delegation, liaison activities, and action-item tracking. The role requires independent judgment, strong writing and organizational skills, coordination across time zones, and the ability to manage changing priorities in a virtual, fast-paced environment.

Supervise financial advisors and registered offices, ensuring compliance with regulatory rules and written supervisory procedures. Review advisor activity, sales practices, suitability, reports, complaints, and policy exceptions; conduct inspections, document interactions, approve or reject activity, administer corrective actions, and provide compliance coaching and training. Collaborate with Compliance, Legal, and corporate supervision teams on investigations, escalations, supervision plans, and outside business activity reviews.

Support financial advisors by handling client servicing tasks: investment research, trade and account processing, new business paperwork, meeting scheduling and summaries, event coordination, administrative duties, social media support, and client tool enrollment, ensuring accuracy and SLA compliance.

Analyze complex business issues using quantitative methods, statistical modeling, and data from multiple sources. Recommend solutions, manage cross-functional relationships, support projects through implementation, validate and resolve reporting issues, produce routine and ad hoc reports, and present findings and action plans to business leaders and partners. The role also serves as a liaison among business, utility, and external stakeholders.

Develop and maintain investment data solutions, quantitative models, performance attribution systems, dashboards, and reporting workflows. Partner with investment professionals to translate analytical needs into reliable data products supporting portfolio construction, manager selection, risk analysis, and research. Automate processes, improve data quality, apply model governance, and collaborate with technology and risk teams across global offices.

As a Financial Advisor, you'll engage clients in financial planning, develop marketing strategies, and build lasting client relationships while exceeding program standards and achieving goals.

As a Financial Advisor, you will help clients with financial planning, develop client relationships, and build a book of business while adhering to ethical standards.

Partner with an external wholesaler to drive RiverSource Insurance sales via Ameriprise advisors. Conduct proactive outbound and inbound calls, virtual and group presentations, create sales illustrations using Encompass/BrentMark, maintain compliance coursework and state licenses, manage territory plans and record activity to meet regional sales goals.

The Internal Advisor Consultant builds and maintains relationships with clients, assists in investment selection, and collaborates with senior salespeople to achieve business goals.

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.

Lead and provide operational direction for large-scale network and security operations teams. Design, deploy, and monitor datacenter security, troubleshoot network incidents, drive automation, support network deployments/upgrades, collaborate across IT disciplines, maintain documentation, and mentor security staff while improving processes and scalability.

As a National Advisor Consultant, you will promote Columbia Management products, provide support to brokers, maintain client relationships, and communicate effectively within the team.

Support and execute global annual compensation processes (merit, incentive, year-end). Perform data validation, reconciliations, audits, and reporting. Partner with Compensation, HR Systems, Payroll, Finance for program administration, UAT, SOX and audit support. Maintain SOPs, training materials, and identify process improvements to enhance controls and operational efficiency.

As a Financial Advisor, you'll help clients with financial planning, generate prospects, develop marketing plans, and build client relationships while advancing your career with coaching and training support.

The Director leads the deferred compensation and LTIA programs, ensuring compliance, governance, and alignment with organizational goals while managing stakeholder relationships and vendor oversight.

Drive advisor engagement and product adoption through consultative selling and relationship management. Collaborate with RVPs, Product Consultants, and subject matter experts to execute regional sales strategy. Manage territory planning, pipeline, and document activity in Salesforce; manage expenses in Concur. Support advisor practice growth and regional revenue objectives. Role based in Minneapolis with ~20-30% travel.

Responsible for the management of RHEL servers, monitoring performance, troubleshooting issues, and developing tools for operational efficiency. Collaborate with teams to enhance platforms and documentation.

Owns execution and operationalization of enterprise AI strategy into scalable solutions. Leads portfolio delivery, stakeholder alignment, governance, responsible AI practices, adoption/change, and cross-functional teams to drive measurable business value.

Reviews financial and non-financial planning deliverables for quality and compliance, provides written feedback, mentors servicing analysts, manages review-related queries, supports skill development, and completes workflow and administrative tasks. The role requires strong communication, feedback, ownership, attention to detail, and timely delivery while supporting advisor experience and team objectives.