Teams at RBFCU Wealth Management

Provide comprehensive financial planning and investment management to clients, grow and transition client relationships, manage and expand an existing book of business, and work in-office with support for onboarding and asset matching programs.

Manage relationships with third-party asset managers, drive business initiatives, and collaborate with internal teams to enhance product offerings.

The role involves overseeing fund administration, managing supplier relations, ensuring compliance with SLAs, and driving continuous improvements in fund accounting processes.