Client Relationship Programs Lead

Tech Sales Jobs; Omaha (NE); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical Insurance

401k with matching

Time Off Programs

Health Savings Account

Job summary

FNBO is seeking a Sr. Manager, Client Relationship Associates in Omaha to lead the CRA team within Advisory Services. You will drive hiring, onboarding, training, and development, while ensuring a high-quality client experience across the program.

You will manage performance, ensure FINRA/BSA/AML compliance, and collaborate with risk, compliance, and technology teams to scale the program. This role requires strong leadership and a proactive, service-oriented mindset.

Qualifications

• Bachelor's degree or equivalent experience required.
• 5+ years in wealth management, financial services, or a client-facing role.
• 2+ years of people management experience.
• Strong understanding of wealth management operations and client relationships.
• active FINRA Series 7 and Series 66 (or Series 7, 63 & 65) registrations.
• State Life, Accident & Health, and Variable Contract licenses active.
• Working knowledge of FINRA regulations and BSA/AML requirements.

Responsibilities

• Direct and develop a team of CRA professionals (approx. 25+).
• Lead hiring, onboarding, training, and career development.
• Establish standardized CRA workflows and service standards.
• Collaborate with Regional Sales Managers on priorities and staffing.
• Track metrics and report on team performance and health.

Skills

Interpersonal skills

Communication

Organizational skills

Analytical thinking

Regulatory knowledge

FINRA regulations

BSA/AML compliance

Team leadership

Hiring & onboarding

Education

Bachelor's degree in Business Administration or related field

Tools

CRM platforms

Wealth management technology

Job description

FNBO is seeking a Sr. Manager, Client Relationship Associates in Omaha to lead the CRA team within Advisory Services. You will drive hiring, onboarding, training, and development, while ensuring a high-quality client experience across the program.

You will manage performance, ensure FINRA/BSA/AML compliance, and collaborate with risk, compliance, and technology teams to scale the program. This role requires strong leadership and a proactive, service-oriented mindset.