Head of Private Wealth Advisory & UHNW Growth

First National Bank of Omaha; Omaha (NE); Vor Ort; USD 200.000 - 275.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

401k

Time Off

HSA

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Leadership in wealth

Client relationship management

Strategic thinking

Ausbildung

Bachelor's degree

MBA or advanced planning credentials

FINRA Series 65/66

CFP/CFA/CTFA/CIMA/CPA/CEPA

Jobbeschreibung

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