Jobs at RBFCU Wealth Management

Provides administrative and office support to investment teams, including scheduling, presentations, communications, travel arrangements, expense reports, invoice management, conference coordination, guest reception, and special events. The role requires strong multitasking, prioritization, discretion, communication, and interpersonal skills while supporting teams across global locations in a fast-paced environment.

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.

Conduct quantitative investment research by developing stock-selection signals, alpha models, portfolio construction methodologies, and production models. Prepare data, perform statistical and econometric analysis, evaluate machine-learning techniques, monitor model performance, enhance research infrastructure, and communicate findings to investment teams and stakeholders.

Lead software development projects through architecture, design, coding, testing, documentation, deployment, and production support. Create detailed engineering specifications, conduct code reviews, ensure unit testing, troubleshoot system failures, and oversee quality assurance activities. Provide technical leadership and mentorship to internal, contractor, and vendor development teams. Partner with business stakeholders, manage project risks and dependencies, assess system health and security, and recommend technology improvements. Work extensively with Oracle, SQL Server, T-SQL, complex queries, stored procedures, indexes, jobs, and dynamic SQL.

Develop and execute campus recruiting strategies for interns, recent graduates, and entry-level professionals. Build university relationships, organize recruiting events, source and assess candidates, manage candidate communications, and partner with hiring managers and early-career program leads. Track recruiting metrics and improve talent acquisition strategies while maintaining diverse early-career talent pipelines. Travel up to 20% for campus events, conferences, and meetings.

Execute municipal bond purchases and sales for separately managed accounts, mutual funds, and institutional fixed-income portfolios in primary and secondary markets. Support portfolio managers with daily account surveillance, relative-value analysis, guideline monitoring, and cash trade execution. Coordinate between trading teams and internal and external stakeholders while maintaining accuracy and efficiency in a fast-paced trading environment.

Lead North America marketing operations to streamline data operations, governance, and process automation. Manage cross-functional teams, optimize marketing tools, measure impact with executive reporting, define roadmaps, drive efficiencies, oversee training, and partner with marketing, data, technology, product, and compliance to scale content production and improve analytics and automation.

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 operational and technical support to North American fixed income investment teams. Responsibilities include designing workflows and procedures, supporting reporting, onboarding, reconciliations, issue resolution, Aladdin and platform enhancements, stakeholder coordination, compliance support, and managing small to medium-sized projects and enhancement requests.

Leads profitable growth across a multi-office financial advisory complex by managing P&L, recruiting and developing advisors and branch managers, driving client and asset acquisition, overseeing sales performance, ensuring compliance, and optimizing resources. The role includes coaching leaders, executing recruiting and onboarding strategies, conducting business reviews, supervising advisory activities, managing risk, and maintaining client service and brand standards across branches.

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.

Supports the global asset management compliance program through regulatory monitoring, testing, oversight, and advisory activities. Conducts compliance reviews, researches laws and regulations, develops policies and procedures with business partners, analyzes business practices and data, identifies compliance gaps, maintains records, and advises multiple business lines. The role requires strong financial services regulatory knowledge, communication and facilitation skills, and proficiency with Microsoft Office tools.

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.