Director, Wealth Portfolio Management (Client-Facing)

First National Bank of Omaha; Kansas City (MO); On-site; USD 127,000 - 216,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching contributions

Time off programs

HSA/Dependent Care

Employee banking

Growth opportunities

Tuition assistance

Short-Term/Long-Term Disability

Job summary

FNBO in Kansas City seeks a Director, Portfolio Manager to lead client-focused wealth management and portfolio design for institutional and high-net-worth accounts. You will trade portfolios with equities, fixed income, and alternatives, and collaborate with advisors to align with client goals and risk tolerance.

You will participate in asset allocation, manager selection, and investment research while developing new business and deepening client relationships.

Qualifications

• 8–12+ years of experience in investment or wealth management.
• Bachelor’s degree in business or related field.
• CFA or CFP designation.
• Strong understanding of capital markets, global economy and asset allocation.
• Demonstrated expertise in equities, fixed income and alternatives.
• Ability to explain complex investment concepts clearly to clients and advisors.
• Excellent relationship management skills with a client-first mindset.
• MBA or Finance degree is desirable.
• Proficiency with portfolio management systems such as APX, Moxy, Genesis, Black Diamond, or similar platforms.
• Experience serving high-net-worth individuals and institutions.

Responsibilities

• Manage individually managed accounts, including fixed income securities, equities and alternatives.
• Monitor asset allocation and implement trades as needed.
• Deliver client presentations explaining investment strategies and results.
• Prepare for client meetings and coordinate with WM team to deliver service.
• Retain and expand client assets under management.
• Represent investment team in new business activities and respond to RFPs if asked.
• Participate in investment process and portfolio management decisions.
• Support investment team in all aspects of portfolio management and research.

Skills

Investment experience

Relationship management

Client communication

Asset allocation

Portfolio management

Education

Bachelor's degree in business or related field

CFA designation

CFP designation

MBA degree (desired)

Tools

APX

Moxy

Genesis

Black Diamond

Job description

FNBO in Kansas City seeks a Director, Portfolio Manager to lead client-focused wealth management and portfolio design for institutional and high-net-worth accounts. You will trade portfolios with equities, fixed income, and alternatives, and collaborate with advisors to align with client goals and risk tolerance.

You will participate in asset allocation, manager selection, and investment research while developing new business and deepening client relationships.