Jobs at RBFCU Wealth Management

Lead development and delivery of investment-focused thought leadership for advisors and institutional clients. Write and edit content, manage editorial calendar and production, partner with marketing, investments, and distribution, and use data to optimize engagement and distribution across formats and channels. Oversee approvals, compliance, and project delivery in a fast-paced global environment.

Lead HR technology strategy and operations, overseeing a global team to enhance Workday solutions and streamline HR processes for talent management and administration.

Lead workforce analytics strategy and team to deliver data-driven HR insights across the employee lifecycle. Partner with HR and business leaders to prioritize use cases, build predictive models, govern data access and quality, create self-service tools and executive summaries, and drive adoption of analytics through coaching and change leadership.

Partner with financial advisors and wholesaling teams to sell Separately Managed Accounts (Direct Indexing). Provide product knowledge, consultative sales support across channels, assist onboarding, account maintenance, and performance reviews. Drive brand recognition and sales, leveraging portfolio management and tax-loss harvesting expertise. Travel 10–20% to conferences, platforms, and regional meetings.

Lead recruiting, onboarding, and development for novice and experienced advisors in the NY Metro territory. Drive advisor engagement, advisor business planning, practice growth initiatives, and customized onboarding for new hires and acquisitions. Partner with field leadership and franchise consultants to implement programs, support ad-hoc advisor needs, and connect advisors to resources to grow production.

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 role focuses on providing analytical support and developing complex financial models to support revenue improvement and expense reduction initiatives, involving data analysis and collaboration across teams.

Provide high-level administrative support to senior leaders by managing complex calendars, coordinating meetings and events, handling communications, travel and expense processing, preparing presentations, supporting department operations and special projects, and mentoring/onboarding other administrative staff.

The Client Administration Analyst manages onboarding, maintenance, and termination of client accounts, ensuring compliance and effective communication with stakeholders.

Design and maintain complex financial and asset models, analyze multi-source data for revenue and expense improvement initiatives, partner with business and technology teams, evaluate reporting practices, and support transformation project implementation.

As a Financial Advisor, you'll help clients shape their financial futures through planning, generate prospects, build relationships, and achieve results in a supportive environment.