Senior Client Relationship Lead — 25+ Associates, Wealth Advisory

FNBO; Fort Collins (CO); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services. This role ensures a high-quality client experience across the program while enabling Regional Sales Managers to focus on Advisor growth and productivity.

The CRAM will manage ~25 CRA professionals, lead hiring and onboarding, and ensure compliance with FINRA regulations and bank policies. Onsite in Fort Collins, CO, with opportunities for scaling and professional development.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years in wealth management, financial services, or a client-facing role.
• 2+ years of people management experience.
• Ability to build, develop, and retain high-performing teams.
• Strong understanding of wealth management operations and client relationship management.
• Active FINRA Series 7 and Series 66 (or Series 7, 63 & 65) registrations in good standing.
• Active state Life, Accident & Health, and Variable Contract licenses.

Responsibilities

• Lead a team of 25+ Client Relationship Associates across the Advisory Services program.
• Serve as escalation point and maintain CRA performance and service standards.
• Conduct regular one-on-ones, team meetings, and performance reviews.
• Coach and develop CRA staff and design onboarding programs.
• Ensure CRA adherence to regulatory requirements and bank policies.
• Collaborate with Regional Sales Managers to align CRA support with advisor needs.
• Track team performance, capacity, and service quality and report to leadership.

Skills

Team leadership

Wealth management knowledge

Regulatory compliance

Communication

FINRA registrations

People management

CRM platforms familiarity

Education

Bachelor's degree in Business Administration

Tools

CRM platforms

Wealth management technology tools

Job description

FNBO is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services. This role ensures a high-quality client experience across the program while enabling Regional Sales Managers to focus on Advisor growth and productivity.

The CRAM will manage ~25 CRA professionals, lead hiring and onboarding, and ensure compliance with FINRA regulations and bank policies. Onsite in Fort Collins, CO, with opportunities for scaling and professional development.