RBFCU Wealth Management

40 Total Employees

RBFCU Wealth Management Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Career Growth + Development

Job training & conferences

17 Hours AgoSaved
In-Office
2 Locations
Fintech • Payments • Financial Services
Lead and enhance the first Line of Defense risk management program for Service & Operations at a clearing broker-dealer. Oversee trading and operations controls, regulatory reporting (CAT, TRACE, MSRB), control design and remediation, regulatory exam readiness, and cross-line liaison with Compliance, Legal, and Internal Audit. Manage a team of risk professionals and promote a culture of accountability and continuous improvement.
Fintech • Payments • Financial Services
Lead due diligence for hedge funds, private credit, private equity and real estate. Source and evaluate managers, conduct RFIs, documents review, meetings and onsite visits, monitor portfolio investments, prepare investment committee recommendations, and advise internal partners and financial advisors on alternative investment strategy and risk.
YesterdaySaved
In-Office
2 Locations
Fintech • Payments • Financial Services
The Senior Business Analyst will assist with data analysis, manage relationships with partners, implement improvements, and engage in pre/post conversion activities.