Teams at RBFCU Wealth Management

Develops and executes integrated marketing communications programs for wealth management solutions. Creates marketing collateral, sales literature, articles, emails, social posts, scripts, and FAQs; coordinates cross-functional teams and internal partners; ensures legal and compliance alignment; tracks engagement and business outcomes; and recommends improvements to drive advisor awareness, product knowledge, sales, and growth.

Leads research, selection, due diligence, monitoring, and recommendations for liquid alternative investment managers across mutual funds, SMAs, and ETFs. Evaluates investment processes, performance, risk, portfolio construction, and operations; maintains manager coverage; prepares research reports and scorecards; presents recommendations to committees and senior stakeholders; engages external asset managers; and supports advisor education, product development, and marketing initiatives.

Prepare operational risk data analyses, trend reports, executive presentations, dashboards, and ad hoc audit or regulatory responses. Partner with business leaders to identify and report operational risks through established risk-management processes. The role requires strong communication, independent work, cross-functional collaboration, and proficiency with Excel, PowerPoint, and Power BI. Microsoft Access, SQL, and risk analytics experience are preferred.