Teams at RBFCU Wealth Management

Provide corporate development and securities legal support, focusing on advisor practice acquisitions, advisor financing programs, bank/credit union transitions, M&A and corporate finance transactions, drafting and negotiating transaction documents, managing due diligence and outside counsel coordination, and supporting disclosure and corporate governance work.

Lead centralized risk and compliance oversight for Wealth Management Solutions, managing regulatory reporting, controls, governance routines, policy and supervisory processes. Coordinate audits, vendor and licensing oversight, risk assessments, remediation, and stakeholder liaison with Internal Audit, Legal, regulators, and business leaders. Build and lead a risk team, drive continuous improvement, and promote risk-aware culture.

The Digital Product Owner leads product vision and strategy for digital experiences, driving customer insights, collaboration with stakeholders, and measurable business outcomes while overseeing Agile teams and product discovery processes.