Jobs at RBFCU Wealth Management

Supports the U.S. Small-Cap Value investment team by conducting fundamental equity research, analyzing SEC filings and other primary sources, building financial models and price targets, engaging company management, tracking operational metrics, and developing actionable recommendations for portfolio construction and stock selection. The role requires independent research, effective communication with portfolio managers and traders, occasional external presentations, and occasional travel.

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

Develop and maintain investment data solutions, quantitative models, performance attribution systems, dashboards, and reporting workflows. Partner with investment professionals to translate analytical needs into reliable data products supporting portfolio construction, manager selection, risk analysis, and research. Automate processes, improve data quality, apply model governance, and collaborate with technology and risk teams across global offices.

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.

Lead financial reporting, shareholder reports, financial statements, and regulatory filings for mutual funds and other investment products. Oversee audits, controls, risk management, service providers, accounting standards, and regulatory compliance. Partner cross-functionally on new products and reporting changes, while driving automation, process improvements, operational excellence, and staff development.

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.

Support national account managers by analyzing sales, asset flows, and platform activity; create reports, dashboards, and client-ready materials; manage CRM and due diligence processes; coordinate meetings and cross-functional work; build product and distribution expertise to support business development.

Support National Account Managers to manage home office relationships and platform distribution. Track product availability and approvals, prepare client materials, analyze sales and platform data, coordinate meetings and roadshows, drive cross-functional execution, and support business reviews and strategic projects to grow distribution.

Execute portions of the Risk & Control Services plan, including IT audit and SOX/MAR/FDICIA compliance. Evaluate risk management and controls, identify deficiencies, assess exposure, recommend remediation, monitor management action plans, and coordinate with control groups to complete audits on schedule.

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.

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.

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.

Provide operational, analytical, and administrative support to equity portfolio managers: monitor cash and holdings, enter equity trade orders, produce portfolio reports, ensure guideline/regulatory compliance, liaise with Compliance/Operations/Technology, troubleshoot operational/technical issues, and assist with scheduling, travel, and expense reporting.

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.

Lead development and enhancement of investment products for intermediary clients (ETFs, model portfolios, SMAs). Conduct market research, fee and profitability analysis, manage approvals and cross-functional implementation, and coordinate stakeholders to deliver competitive, compliant product solutions.

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.

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 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.