Advisory Services: Client Relationship Team Lead

First National Bank of Omaha; Omaha (NE); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with matching contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha (FNBO) is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services of Wealth Management. This leadership role ensures high-quality client experience and supports Regional Sales Managers in Advisor growth by overseeing talent and workflow standards.

The ideal candidate will have 5+ years in wealth management, 2+ years of people leadership, FINRA registrations active, and appropriate state life/health licenses.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 5+ years in wealth management or related client-facing role.
• 2+ years of people management experience.
• FINRA Series 7 and 66 active and in good standing.
• State Life, Accident & Health, and Variable Contract licenses active.

Responsibilities

• Lead a team of 25+ Client Relationship Associates and oversee performance reviews.
• Hire, onboard, and develop CRA staff and support FINRA registrations.
• Standardize CRA workflows and monitor client experience quality.
• Collaborate with Regional Sales Managers and Compliance.

Skills

Leadership

People management

Wealth management

FINRA registrations

Insurance licenses

CRM platforms

Communication skills

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Job description

First National Bank of Omaha (FNBO) is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services of Wealth Management. This leadership role ensures high-quality client experience and supports Regional Sales Managers in Advisor growth by overseeing talent and workflow standards.

The ideal candidate will have 5+ years in wealth management, 2+ years of people leadership, FINRA registrations active, and appropriate state life/health licenses.