Jobs at RBFCU Wealth Management

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.

Train to obtain financial licenses, develop consultative sales and relationship-management skills, engage clients and prospects, identify financial needs, recommend solutions, and work toward performance goals. The role provides mentorship, coaching, product training, and a path to Client Support Associate and Financial Advisor positions.

The Director of Macroeconomic Strategy develops economic and market outlooks, forecasting models, dashboards, scenario analyses, and investment themes supporting asset allocation and portfolio decisions. The role researches economic indicators, markets, valuations, earnings, and monetary policy; identifies risks and opportunities; and translates findings into publications, presentations, and advisor- and client-facing communications. It also supports thought leadership, media activities, events, and research innovation using Bloomberg, FactSet, and AI-enabled tools.

Lead strategic and full-cycle talent acquisition for Wealth Management Advisor Group roles, including leadership and specialized positions. Partner with senior executives on workforce planning, sourcing, talent mapping, succession planning, compensation discussions, and hiring decisions. Develop diverse talent pipelines, provide labor market intelligence, ensure recruiting compliance, use analytics to improve effectiveness, and lead talent acquisition initiatives and process enhancements.

Performs business analysis, requirements gathering, process evaluation, solution design, testing, and implementation support for insurance new business and underwriting initiatives. Analyzes operational data, develops dashboards and KPIs, identifies automation opportunities, and supports AI and machine learning governance, testing, and adoption. Partners with business, technology, data, risk, compliance, and leadership teams to prioritize solutions, improve processes, and communicate measurable outcomes.

Supports the development, delivery, and improvement of wealth management advisory products and programs. Analyzes data, market trends, and competitor capabilities to recommend enhancements to product features, sales, marketing, processes, profitability, and client and advisor experiences. Contributes to requirements definition and delivery of new products and services while identifying opportunities to improve usability, revenue generation, asset growth, and operational efficiency.

Conduct fixed-income investment research, quantitative and qualitative analysis, manager selection, and ongoing due diligence for mutual funds, ETFs, separate accounts, and investment strategists. Maintain and improve analytical tools and models, manage external partner relationships, review marketing and training materials, support senior analysts, and contribute as a subject matter expert to cross-organizational strategic projects.

Develop and execute campus recruiting strategies for interns, recent graduates, and entry-level professionals. Build university relationships, organize recruiting events, source and assess candidates, manage candidate communications, and partner with hiring managers and early-career program leads. Track recruiting metrics and improve talent acquisition strategies while maintaining diverse early-career talent pipelines. Travel up to 20% for campus events, conferences, and meetings.

Conduct fundamental equity research across Consumer Discretionary and Staples, build and maintain financial models and valuations, develop investment theses and recommendations, support portfolio construction and advisor engagement, produce research reports and presentations, and ensure governance and compliance of research activities.

Provides strategic compensation consulting for U.S. Wealth Management, insurance, annuities, and field operations. Partners with leaders and HR teams on hiring, promotions, retention, pay positioning, market pricing, job evaluations, compensation planning, and organizational change. Conducts competitive analyses, develops recommendations and executive presentations, improves compensation programs, and advises stakeholders on compensation philosophy, policies, and pay decisions.

Promote RiverSource annuity and life insurance products to Ameriprise advisors through inbound and selective outbound calls. Build advisor relationships, assess client needs, match insurance solutions, run illustrations and proposals, support closing opportunities, and assist wholesaling teams with business development initiatives. Maintain required securities and insurance licenses, complete continuing education, and develop expertise for advancement into insurance wholesaling.

Promote annuity and life insurance products to financial advisors through inbound and selective outbound calls. Learn product strategies, match solutions to retirement and legacy-planning needs, run illustrations and proposals, support sales opportunities, build advisor relationships, assist wholesaling teams with business development, and maintain required securities and insurance licenses.

The Senior Manager of Financial Reporting oversees regulatory reporting, ensures compliance, manages filings, and leads a team of accountants while driving strategic initiatives and internal controls.

Reviews advisor business trends, sales practices, specialized reports, trading patterns, and potential policy violations. Supervises suitability, fiduciary, and best-interest standards; communicates with advisors, clients, field leaders, legal, and compliance partners; provides training; documents supervision; supports regulatory examinations and investigations; and improves risk-focused processes. Requires strong analytical judgment, regulatory knowledge, communication skills, technology proficiency, and active securities licenses.

Investigates fraud, financial crime, compliance violations, and other sensitive matters. Analyzes transactions and data to detect suspicious activity, gathers documentation, assesses risk, makes recommendations, supports escalated investigations, develops procedures, monitors regulatory requirements, and trains investigators on fraud trends and processes.

Lead strategy and end-to-end lifecycle for checking, savings, and CD products. Own roadmap, pricing, financial modeling, forecasting, and cross-functional execution. Drive data-driven acquisition and engagement, build performance dashboards, ensure regulatory and operational compliance, and mentor product teams to optimize growth, profitability, and customer experience.

Own and evolve the Adobe Experience Platform data product to enable Real-Time CDP, AJO, and CJA use cases. Ensure data quality, XDM schema and identity standards, monitor platform health and license consumption, partner with Technology, Marketing, Analytics and Adobe, and drive a roadmap for scalable personalized customer experiences.

Engages and coaches financial advisors across the AAG Northern States region to increase client acquisition, net flows, and practice growth. Responsibilities include analyzing sales data, providing personalized coaching, facilitating advisor cohorts and learning labs, developing growth plans and training content, influencing behavior change, and partnering with field leaders. The role also involves presenting to advisors at regional and national events and traveling with leadership teams.