Chief Private Wealth Advisory Leader

FNBO; Omaha (NE); Presencial; USD 200.000 - 275.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Growth Opportunities

Descripción de la vacante

FNBO is seeking a veteran leader to serve as Head of Private Wealth Advisory. You will guide a team serving high-net-worth families with investable assets of $5M+ and drive growth across investment management, fiduciary services, and private banking.

You will align multiple FNBO lines to deliver a cohesive, premium wealth experience. The role emphasizes fiduciary governance, multigenerational planning, and a market presence that enhances FNBO’s reputation among executives and family offices.

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 and drive a high-performance culture.
• Develop and execute client acquisition strategies for HNW/UHNW markets, including referrals and partnerships.
• Shape segment roadmap based on client and market intelligence.
• Foster partnerships across Wealth Management, Retail Banking, and other FNBO lines.

Conocimientos

Leadership

Client relationships

Strategic planning

Cross-functional collaboration

Mentoring

Communication

Educación

Bachelor’s degree

MBA or advanced planning credentials

Descripción del empleo

FNBO is seeking a veteran leader to serve as Head of Private Wealth Advisory. You will guide a team serving high-net-worth families with investable assets of $5M+ and drive growth across investment management, fiduciary services, and private banking.

You will align multiple FNBO lines to deliver a cohesive, premium wealth experience. The role emphasizes fiduciary governance, multigenerational planning, and a market presence that enhances FNBO’s reputation among executives and family offices.