RBFCU Wealth Management Benefits Overview

Supports advisors, traders, and home-office staff with trading questions, order processing, trade allocation, reconciliation, settlement issue resolution, and regulatory reporting. Assists with execution-quality analysis, report creation, policy compliance reviews, risk mitigation, and process improvements. Provides backup support across Capital Markets Trading and participates in special projects.

Owns wealth management product strategy and serves as a subject matter expert for advisor and client platforms. Leads medium-to-large product initiatives, researches market and client needs, develops revenue-enhancing programs, supports investment product growth, manages compliance reviews, resolves complex issues, and transitions product development into effective product management processes.

Manages wealth management advisory products and platforms, serving as a subject matter expert across cross-functional initiatives. Responsibilities include enhancing advisor and client experiences, reviewing compliance controls, analyzing market and competitor trends, developing product features, resolving complex issues, coordinating with technology and business partners, and transitioning initiatives into ongoing product management. The role supports advisor adoption, asset growth, client engagement, revenue generation, and platform profitability.