Head of Private Wealth Advisory

First National Bank of Omaha; Omaha (NE); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k

Time Off

HSA

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha seeks a seasoned Head of Private Wealth Advisory to lead FNBO's premier client segment, overseeing growth, performance, and reputation for high-net-worth families with $5M+ investable assets. The role champions an integrated model across investment management, fiduciary solutions, private banking, and family governance, leveraging the One FNBO platform.

The leader will drive strategy, partnerships, and client experience while mentoring a high-caliber advisory team in

Qualifications

• 10-15+ years of leadership in private wealth serving HNW/UHNW clients.
• Ability to win and retain complex client relationships.
• MBA or advanced planning credentials preferred; FINRA Series 65/66 required.

Responsibilities

• Own HNW/UHNW segment results: revenue, flows, advisor productivity and profitability.
• Lead growth initiatives and partnerships to drive sustainable, premium service.
• Foster cross-functional collaboration to deliver integrated wealth solutions and fiduciary standards.
• Develop and manage segment roadmap based on market intelligence and client needs.
• Lead a high-performing team with clear performance expectations and succession planning.

Skills

Leadership in wealth

Client relationship management

Strategic thinking

Education

Bachelor's degree

MBA or advanced planning credentials

FINRA Series 65/66

CFP/CFA/CTFA/CIMA/CPA/CEPA

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job:

First National Bank of Omaha (FNBO) is a legacy-driven, privately held, financial institution committed to serving successful individuals, families, and business owners with a high-touch boutique experience backed by the strength of a major regional bank. We believe wealth should feel personal, purposeful, and generational.

About This Role:

The Opportunity:

As the Head of Private Wealth Advisory, you will be the senior leader responsible for the growth, performance, and reputation of FNBO's most sophisticated client segment. You will lead professionals delivering a team-led approach to serve high-net-worth and ultra-high-net-worth families - typically with $5MM+ in investable assets .

You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family governance - ensuring clients receive the full power of the One FNBO platform.

This leader is a trusted ambassador in the market - welcomed into the rooms where legacy decisions are made.

What You Will Lead & Deliver

Strategic & Responsible Growth

• 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 organic and inorganic client acquisition strategies for HNW/UHNW markets, including prospecting methodologies, referral programs, and strategic partnerships that drive sustainable growth while maintaining our premium service standards and fiduciary responsibilities.

• Shape and influence segment roadmap based on client and market intelligence

• Benchmark and optimize advisory capabilities and capacity using insight into UHNW trends and competitive landscape

Partnerships & Collaboration

• Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other critical FNBO lines of business to identify and capture high-net-worth client opportunities

• Foster collaborative relationships across all business units to ensure seamless client experiences, leveraging FNBO's full suite of services to meet the comprehensive financial needs of clients and their businesses

• Lead cross-functional teams and initiatives that align wealth management strategies with enterprise-wide goals, ensuring consistent messaging, service standards, and client relationship management practices across all touchpoints

Client Experience

• Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions

• Protect the franchise by embedding fiduciary and risk governance at every decision point

• Drive continuous improvement through assessment of market trends, client needs, and competitive landscape, partnering with product and investment teams to ensure our service offerings remain best-in-class and differentiated in the marketplace.

Talent Leadership & Culture

• Lead a high-performing advisory team fostering a culture of accountability and leading bold transformation and growth

• Attract, develop, and retain top talent while ensuring strong succession planning

• Set clear performance expectations, provide ongoing feedback, and drive a results-oriented culture

• Champion organizational change initiatives as a visible change advocate, inspiring teams to embrace transformation while maintaining the highest standards of fiduciary care, and fostering a culture of adaptability that positions the organization for sustained success during periods of evolution and growth.

Market Leadership & Brand Elevation

• Represent FNBO among the city's most influential circles - entrepreneurs, executives, and family office decision makers

• Deepen relationships with key COIs, including attorneys, CPAs, and family governance experts

• Expand FNBO's presence as the trusted name in sophisticated wealth solutions

The Ideal Candidate for This Role:

• * 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

Salary Range - $200,000 - $275,000

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Compensation and Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/

Job number: R-20261561

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

'EEO is The Law' Self-Print Poster

'EEO is The Law' Supplement for Federal Contractors

'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.