Jobs at RBFCU Wealth Management

Lead sourcing, validating, modeling, and reporting of investment data for Investment Consultancy & Oversight and Multi-Manager Solutions. Build quantitative models, dashboards, and automated workflows; partner with analysts, researchers, and tech teams to improve data quality, performance attribution, and portfolio analytics. Drive process improvements and adopt new technologies to support investment decision-making and reporting.

The Data, Analytics & Reporting Analyst supports investment oversight and research by delivering data solutions, enhancing data quality, and developing analytical tools and reports. Responsibilities include collaborating with various teams, managing investment data, improving reporting processes, and driving innovations in data analytics and methodology.

Provide operational, analytical, and administrative support to equity portfolio managers: monitor cash and holdings, enter equity trade orders, produce portfolio reports, ensure compliance with client guidelines and regulations, liaise with Compliance/Operations/Technology, troubleshoot operational/technical issues, and support platform implementations.

Lead institutional client onboarding, account maintenance and off-boarding; coordinate across operations and business teams; ensure compliance, controls, and service levels; identify process improvements; provide subject matter expertise, reporting, training, and project support.

Provide high-level administrative support to senior leaders: manage complex calendars, coordinate meetings/events and travel, handle communications and expense reporting, prepare presentations, support department operations and special projects, and mentor other administrative staff.

Lead GenAI-augmented SDLC transformation by defining strategy, building Anthropic Cloud Code and agentic workflows, operationalizing LLMs at scale, integrating AI into CI/CD and SDLC tooling, ensuring governance with Risk/Compliance, automating spec-to-code/code-to-test/test-to-deploy, and measuring productivity, quality, and compliance KPIs to drive enterprise adoption and SDLC maturity.

Lead design, build, and scale of enterprise AI AgentCore platform capabilities using Anthropic Cloud Code and Claude services. Deliver agentic solutions for portfolio management and research, integrate AI into enterprise CI/CD and data platforms, establish governance and reusable components, and measure AI-driven productivity and adoption.

Lead product governance for investment products, manage product-change processes and committees, coordinate cross-functional stakeholders, implement portfolio manager and product lifecycle actions, and maintain product documentation and master data.

The Internal Advisor Consultant builds and maintains relationships with clients, assists in investment selection, and collaborates with senior salespeople to achieve business goals.

As a National Advisor Consultant, you will promote Columbia Management products, provide support to brokers, maintain client relationships, and communicate effectively within the team.

The Performance Analytics Marketing Manager leads the lifecycle of presentations for annual fund boards, coordinates reporting governance, and ensures data integrity across multiple products, while engaging with senior stakeholders and maintaining brand standards.

The Data Enablement Lead will drive the enterprise data enablement strategy, ensuring effective data governance and management across various data domains while promoting scalable data products on cloud platforms like AWS and Snowflake.

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.

The Quantitative Analyst will develop stock selection models, enhance research platforms, analyze data, present findings, and collaborate with research teams to improve investment strategies.

The Senior Data Scientist will develop analytical solutions for marketing and risk management, manage data sets, and support modeling activities, collaborating with teams to deliver actionable business insights.

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

Lead visual design for omnichannel marketing, creating modular templates, email and digital content, ensuring brand consistency, accessibility, and responsiveness. Collaborate with partners, use analytics to optimize designs, and set standards for scalable component libraries.