Chief Private Wealth Advisory Leader

FNBO; Fort Collins (CO); Presencial; USD 200.000 - 275.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Descripción de la vacante

First National Bank of Omaha (FNBO) is seeking a seasoned Head of Private Wealth Advisory to lead FNBO’s most sophisticated client segment. You will guide a team delivering an integrated wealth model across investment management, fiduciary solutions, planning, private banking, and family governance to serve HNW/UHNW families with $5M+ in investable assets.

You will shape strategy, build partnerships across Wealth Management and other lines of business, and ensure service standards remain

Formación

• 10–15+ years of leadership in private wealth serving HNW/UHNW clients.
• Demonstrated ability to win and retain complex client relationships.
• Bachelor’s degree required; MBA or advanced planning credentials preferred.
• Licenses: FINRA Series 65/66 required.
• Advanced designations desired: CFP®, CFA®, CTFA®, CIMA®, CPA®, CEPA

Responsabilidades

• Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability.
• Lead with a growth mindset, continuously raising standards and driving a high-performance culture.
• Develop and execute comprehensive client acquisition strategies for HNW/UHNW markets, including referrals and partnerships.
• Shape segment roadmap based on client and market intelligence.
• Benchmark and optimize advisory capabilities and capacity for UHNW trends and competition.
• Develop and execute strategic partnerships across Wealth Management, Retail Banking, and other FNBO lines.
• Foster cross-functional collaboration to ensure seamless client experiences across FNBO services.
• Lead cross-functional teams to align wealth strategy with enterprise goals.

Conocimientos

Leadership

Client relationships

Strategic mindset

Growth mindset

Educación

Bachelor’s degree

MBA

Advanced planning credentials

Descripción del empleo

First National Bank of Omaha (FNBO) is seeking a seasoned Head of Private Wealth Advisory to lead FNBO’s most sophisticated client segment. You will guide a team delivering an integrated wealth model across investment management, fiduciary solutions, planning, private banking, and family governance to serve HNW/UHNW families with $5M+ in investable assets.

You will shape strategy, build partnerships across Wealth Management and other lines of business, and ensure service standards remain