Jobs at RBFCU Wealth Management

Supports attorneys on bank-related legal matters by reviewing marketing materials, drafting disclosures and client-facing product agreements, preparing affiliate contracts, researching federal and state laws, and responding to internal and external requests. The role also manages special projects, collaborates with the General Counsel’s Office and business teams, and provides legal support related to banking, consumer protection, fiduciary services, and regulatory requirements.

Partner with portfolio managers and researchers to design, prototype, and deploy LLM-enabled AI tools that accelerate investment insights. Lead proof-of-concept and production delivery, ensure security, governance, and regulatory compliance, and transition prototypes into scalable enterprise capabilities working across Investments, Technology, Data, Risk, and Compliance.

Leads business management and portfolio implementation for a hedge fund business. Oversees trade order entry, coordinates complex transactions involving derivatives and private equity, manages a team of implementation specialists, and represents the investment team in onboarding, product, system, and process-improvement initiatives. Partners with Compliance, Legal, Operations, Tax, Accounting, Reporting, and Performance teams while supporting automation and other portfolio-management projects.

Lead quantitative analysis and modeling for the Capital Markets Solutions team, ensuring model accuracy, data integrity, and risk/return assessment. Direct analytic staff to resolve modeling issues, present recommendations to stakeholders, provide subject-matter expertise on financial instruments and insurance contracts, and support control, data management, and reporting processes.

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.

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.

Manage and execute U.S. public relations for Columbia Threadneedle Investments: media relations, pitching, interview management, distributing market commentary and thought leadership, drafting press releases and Q&As, maintaining media lists, working with retained agency, media tracking, analysis and reporting, and managing industry recognition, polls and surveys.

Provides legal and regulatory support for an asset management business, advising on SEC, CFTC, FINRA, derivatives, trading, advisory, and cross-border requirements. Drafts and negotiates trading and advisory agreements, supports fund launches and product development, maintains legal templates, and partners with trading, compliance, risk, operations, product, clients, regulators, and outside counsel.