Client Relationship Manager, Wealth Advisory Lead

Tech Sales Jobs; Kansas City (MO); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching

Time off programs

HSA

Employee banking

Growth opportunities

Tuition assistance

Disability insurance

Job summary

FNBO is seeking a Sr. Manager, Client Relationship Associates to lead a team of 25+ Client Relationship Associates within the Advisory Services program. This role focuses on people leadership, CRA process excellence, and regulatory compliance in wealth management.

The ideal candidate will have 5+ years in wealth management, 2+ years of management, and active FINRA registrations (Series 7/66) with state insurance licenses. Onsite work in Omaha area with strong collaboration across divisions.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 5+ years of wealth management or related client-facing experience.
• 2+ years of people management experience.
• Proven ability to build and retain high-performing teams.
• Strong understanding of wealth management operations and client relationships.
• Active Series 7 and Series 66 registrations; insurance licenses in effect.

Responsibilities

• Directly manage a team of 25+ Client Relationship Associates.
• Lead hiring, onboarding, and development for CRA roles.
• Ensure standardized CRA workflows and service quality across the program.
• Monitor client experience and drive continuous improvements.
• Collaborate with Regional Sales Managers and Compliance, Operations, and Tech teams.
• Track performance metrics and report to leadership.

Skills

Leadership

Wealth mgmt knowledge

FINRA Series 7/66

Insurance licenses

Regulatory compliance

Education

Bachelor's degree in Business Administration

Tools

CRM platforms

Job description

FNBO is seeking a Sr. Manager, Client Relationship Associates to lead a team of 25+ Client Relationship Associates within the Advisory Services program. This role focuses on people leadership, CRA process excellence, and regulatory compliance in wealth management.

The ideal candidate will have 5+ years in wealth management, 2+ years of management, and active FINRA registrations (Series 7/66) with state insurance licenses. Onsite work in Omaha area with strong collaboration across divisions.