Lead Client Relationship Team – Wealth Advisory Services

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with company match

Tuition Assistance

Time Off Programs

Disability Insurance

Job summary

First National Bank of Omaha (FNBO) seeks a Client Relationship Associate Manager to lead a 25+ CRA team within Advisory Services. You will hire, onboard, and develop talent while upholding service standards and FINRA compliance.

You will partner with Regional Sales Managers to ensure seamless client service and drive improvements in CRA processes and documentation. Onsite in Omaha, with growth opportunities across Wealth Management.

Qualifications

• Bachelor's degree or equivalent experience in business/related field.
• 5+ years in wealth management or related client-facing roles.
• 2+ years in people management or team leadership.
• FINRA registrations (Series 7 and 66 or 7/63/65) active and in good standing.
• State Life, Accident & Health, and Variable Contract licenses active.
• Strong communication, organizational, and interpersonal skills.
• Familiarity with CRM platforms and wealth tech tools.

Responsibilities

• Directly manage a team of 25+ Client Relationship Associates.
• Lead hiring, onboarding, and development for CRA roles.
• Ensure CRA workflows and service standards are followed.
• Collaborate with Regional Sales Managers to align with advisor needs.
• Monitor client experience quality and drive improvements.
• Ensure CRA compliance with policies and FINRA regulations.
• Provide regular performance reviews and coaching.

Education

Bachelor's degree in Business Administration or related field

5+ years in wealth management / financial services

2+ years people management / team leadership

Strong interpersonal, communication, organizational skills

FINRA registrations active (Series 7 and 66 or 7/63/65)

State Life, Accident & Health, and Variable Contract licenses

Unrestricted work authorization

CRM and wealth management technology familiarity

Program leadership / operations knowledge

Tools

CRM platforms

Wealth management tech tools

Job description

First National Bank of Omaha (FNBO) seeks a Client Relationship Associate Manager to lead a 25+ CRA team within Advisory Services. You will hire, onboard, and develop talent while upholding service standards and FINRA compliance.

You will partner with Regional Sales Managers to ensure seamless client service and drive improvements in CRA processes and documentation. Onsite in Omaha, with growth opportunities across Wealth Management.