Chief Private Wealth Advisory Leader

First National Bank; Fort Collins (CO); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Medical Insurance

401k with matching

Time Off Programs

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha (FNBO) seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client segment, guiding a team-based approach for high-net-worth families with $5MM+ investable assets under the One FNBO platform.

This executive will drive growth, fiduciary excellence, and integrated wealth solutions across investment management, private banking, and governance, while championing a market-facing leadership role in Fort Collins, CO.

Qualifications

• 10–15+ years of leadership in private wealth serving HNW/UHNW clients.
• Ability to win and retain complex client relationships.
• Bachelor’s degree required; MBA or advanced planning credentials preferred.
• FINRA Series 65/66 licenses required.

Responsibilities

• Own HNW/UHNW segment results: revenue, flows, advisor productivity, profitability.
• Lead growth initiatives and a high-performance culture.
• Develop and execute client acquisition strategies for HNW/UHNW markets.
• Shape segment roadmap using client and market intelligence.
• Coordinate partnerships across Wealth Mgmt, Retail, and Commercial Banking.
• Lead cross-functional teams to align wealth strategies with enterprise goals.

Skills

Leadership

Client relationships

Strategic growth

Cross-functional collaboration

Education

Bachelor's degree

MBA preferred

Advanced planning credentials preferred

Tools

FINRA Series 65/66

Job description

First National Bank of Omaha (FNBO) seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client segment, guiding a team-based approach for high-net-worth families with $5MM+ investable assets under the One FNBO platform.

This executive will drive growth, fiduciary excellence, and integrated wealth solutions across investment management, private banking, and governance, while championing a market-facing leadership role in Fort Collins, CO.