RBFCU Wealth Management

40 Total Employees

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Jobs at RBFCU Wealth Management

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Fintech • Payments • Financial Services
The Senior Data Analytics Reporting Analyst collaborates with coverage analysts to develop analytical tools, manage data quality, and produce reports, driving process improvements and leveraging new technologies to enhance investment outcomes.
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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.
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The Implementation Specialist manages trade orders, portfolio rebalances, and market commentary while collaborating with multiple teams to ensure successful investment execution.
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The Internal Advisor Consultant builds and maintains relationships with clients, assists in investment selection, and collaborates with senior salespeople to achieve business goals.
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As a National Advisor Consultant, you will promote Columbia Management products, provide support to brokers, maintain client relationships, and communicate effectively within the team.
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The Director oversees Aladdin management, drives strategic projects, manages stakeholder relationships, and improves workflow through Aladdin functionality.
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The Quantitative Analyst will develop stock selection models, enhance research platforms, analyze data, present findings, and collaborate with research teams to improve investment strategies.
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The Senior Project Manager leads complex technology and GenAI initiatives, managing project execution, cross-functional coordination, and stakeholder communication to ensure successful delivery.
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The Product Marketing Manager will create marketing strategies for ETF products, manage content, build stakeholder relationships, and execute marketing programs to drive growth.
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The Senior Manager, Sales Enablement will analyze sales data, develop business intelligence frameworks, and execute strategic initiatives to optimize sales performance and client engagement.