Jobs at RBFCU Wealth Management

The Compliance Manager will develop training materials, manage compliance relationships, ensure quality control, provide regulatory support, and participate in related projects.

The Sourcing & Engagement Specialist contacts financial advisors to schedule meetings, partners with recruiters, builds candidate relationships, and tracks sourcing metrics.

Provide analytical and reporting support, evaluate processes, develop data-driven solutions, and communicate findings to drive business decisions.

The Sr. Risk Analyst supports risk management initiatives, analyzing data issues, maintaining report integrity, and ensuring compliance with regulations while recommending risk mitigation solutions.

The Senior Trade Specialist manages complex fixed-income trading operations, provides support for structured products, and executes orders while ensuring compliance with regulations.

As a Financial Advisor Trainee, you will complete training, obtain licenses, engage with clients, and prepare for a career as a financial advisor.

The Senior Complex Product Manager will lead the growth of alternative investment business lines, enhancing advisor support, education, and product awareness through collaboration and relationship management.

The Sourcing Specialist will engage and schedule meetings with top-tier financial advisors, support internal recruitment efforts, and analyze sourcing metrics to improve recruitment outcomes.

The Director leads the deferred compensation and LTIA programs, ensuring compliance, governance, and alignment with organizational goals while managing stakeholder relationships and vendor oversight.

The Senior Manager leads regulatory and operational processes, ensuring compliance in rate governance, audits, and financial reporting while fostering innovation across teams.

The Senior Analyst will lead investment performance initiatives, conduct research, ensure compliance, enhance reporting capabilities, and oversee data quality and performance testing.

The Director will shape investment strategy, oversee execution, advise on portfolio management, and develop presentations for senior audiences, focusing on fixed income investment.

The Product Marketing Manager will create marketing strategies for ETF products, manage content, build stakeholder relationships, and execute marketing programs to drive growth.

The Product Manager for Wealth Management oversees the Signature Wealth program's architecture, vendor partnerships, and advisory data strategy, ensuring effective product development and management.

Manage data science initiatives, develop complex analytical solutions, oversee campaign execution, and collaborate with business leaders to provide insights and strategies.

The Sales Supervision Manager oversees advisor practices, conducting sales reviews and supervising reports, while ensuring compliance with regulations and training advisors.

The Compliance Analyst will manage the Field Compliance Manual process, assist in policy drafting, maintain compliance records, and respond to inquiries within the AWM Compliance program.

The Director of Pricing and Analytics will lead product pricing and analytics for Cash and Deposit products, managing a team to develop pricing models, optimize reports, ensure accuracy in business decisions, and improve communication with stakeholders.