Senior Institutional Relationship Manager

Fnbo---First-National-Bank-of-Omaha-1; Omaha (NE); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

FNBO, a leading financial services institution, seeks a Senior Institutional Associate to manage a portfolio of institutional client relationships. You will coordinate account administration, ensure regulatory compliance, and collaborate across teams to deliver comprehensive wealth management solutions.

The role emphasizes client service excellence, risk management, and business development within a hybrid work environment.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related field, or equivalent professional experience.
• Five+ years in institutional wealth management, trust administration, retirement services, investment management, or related financial services.
• Strong fiduciary account administration knowledge.
• Excellent analytical, organizational, and problem-solving skills.
• Exceptional written and verbal communication; ability to manage multiple priorities.
• Proficiency with Microsoft Office and financial technology platforms.

Responsibilities

• Serve as the primary relationship manager for an assigned portfolio of institutional client relationships.
• Coordinate account administration across pension, custody, investment management, trusts, foundations, endowments, escrow, and employee benefit relationships.
• Ensure compliance with bank policies, OCC regulations, BSA/AML requirements, and applicable laws; manage risks.
• Identify opportunities to expand existing client relationships through Wealth Management and Bank services; collaborate with internal partners to deliver integrated solutions.
• Support new business implementations and relationship transitions; participate in client presentations and proposals.
• Maintain thorough documentation and support audits; contribute to process improvements and system enhancements.

Skills

Relationship management

Client service

Financial acumen

Fiduciary administration

Risk awareness

Regulatory compliance

Communication

Collaboration

Analytical thinking

Problem solving

Initiative

Accountability

Continuous improvement

Professional judgment

Business development

Education

Bachelor's degree or higher in Business/Finance/Economics/Accounting (or equivalent)

CTFA, CFP, CFA, CPA, CWS, MBA, JD or equivalent preferred

Tools

Microsoft Office

FIS TrustDesk

Trust accounting platform

Job description

FNBO, a leading financial services institution, seeks a Senior Institutional Associate to manage a portfolio of institutional client relationships. You will coordinate account administration, ensure regulatory compliance, and collaborate across teams to deliver comprehensive wealth management solutions.

The role emphasizes client service excellence, risk management, and business development within a hybrid work environment.