Teams at RBFCU Wealth Management

Lead data analysis and modeling efforts, managing large datasets, and translating insights into actionable business knowledge while providing analytical thought leadership.

Support the Active ETF Business Development team by handling client queries, creating and updating ETF marketing and product materials, coordinating trading and operations, analysing market and competitor trends, and supporting sales tracking. Build technical ETF knowledge and gradually engage directly with clients at meetings and events to help grow assets under management.

Lead end-to-end planning and execution of marketing campaigns, coordinating internal Brand/Creative teams and external agencies. Translate strategy into executable plans, manage schedules, budgets, tracking, reporting, and optimization. Coach and mentor producers, ensure brand alignment, scalability of processes, and delivery of customer-focused marketing outcomes.