Jobs at RBFCU Wealth Management

The Director oversees Aladdin management, drives strategic projects, manages stakeholder relationships, and improves workflow through Aladdin functionality.

Leads full-stack development and modernization of cloud-based investment technology platforms. Designs APIs, user interfaces, AWS infrastructure, integrations, CI/CD pipelines, and production support processes. Oversees code reviews, testing, security, documentation, root-cause analysis, and operational improvements. Partners with investment, product, operations, vendors, and technology stakeholders to define requirements and deliver scalable solutions. Provides technical leadership, mentorship, governance, and delivery oversight across employees, contractors, and vendor teams.

Lead hands-on full-stack software development for investment technology platforms across cloud-native and hybrid architectures. Build APIs, user interfaces, AWS infrastructure, CI/CD pipelines, integrations, monitoring, and secure production systems. Oversee production changes, vendor relationships, automation, governance, and technical standards. Mentor employees, contractors, and vendor resources while coordinating delivery with investment, operations, product, and technology stakeholders. Support portfolio management and trading platforms, with opportunities to deepen asset management domain expertise.

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.

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

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.

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.

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.

Lead product marketing for the firm's ETF lineup: craft messaging and collateral, maintain content lifecycle, coordinate cross-functional stakeholders, measure results, and execute complex marketing programs on-time and on-budget to drive awareness and growth among financial advisors.

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.

Provide high-level administrative and project support for leadership: manage complex calendars, coordinate meetings and travel, prepare expenses and presentations, support department operations and events, handle communications, mentor other admins, and act with discretion and judgment in a fast-paced corporate environment.