Teams at RBFCU Wealth Management

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.

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.