Senior Institutional Wealth Advisor

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

Benefits offered by this job

Medical Insurance

401k with matching contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Tuition Assistance

Disability Insurance

Job summary

First National Bank in Omaha seeks a Senior Institutional Associate to serve as the primary relationship manager for an institutional client portfolio, delivering exceptional client service, coordinating account administration, and ensuring regulatory compliance.

You will partner with Wealth Management and bank teams to provide integrated financial solutions, manage risk, support business development, and lead process improvements in a hybrid office setting.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or related field, or equivalent professional experience.
• Five+ years of institutional wealth management, trust administration, retirement services, investment management, or related financial services experience.
• Strong understanding of fiduciary account administration and institutional client servicing.
• Excellent analytical, organizational, and problem-solving skills.
• Exceptional written and verbal communication skills.
• Ability to manage multiple priorities with attention to detail.
• Strong customer relationship management skills.
• Proficiency with Microsoft Office and financial technology platforms.

Responsibilities

• Serve as the primary contact for an assigned portfolio of institutional client relationships.
• Build trusted relationships with clients through proactive communication and exceptional service.
• Conduct recurring client meetings to review activity, objectives, service needs, and future opportunities.
• Coordinate internal resources to deliver wealth management solutions.
• Develop working relationships with client executives, finance personnel, trustees, and board members.
• Administer a diverse portfolio of accounts including pension, custody, and endowments.
• Execute transactions accurately and monitor cash balances and investment funding.
• Ensure compliance with policies, OCC regulations, and applicable laws.
• Identify opportunities to expand existing client relationships and partner with internal teams.
• Recommend process improvements to increase efficiency and client satisfaction.

Skills

Relationship management

Analytical thinking

Communication

MS Office

Financial technology

Education

Bachelor’s degree in Business/Finance/Economics or related field, or equivalent experience

Tools

FIS TrustDesk

Job description

First National Bank in Omaha seeks a Senior Institutional Associate to serve as the primary relationship manager for an institutional client portfolio, delivering exceptional client service, coordinating account administration, and ensuring regulatory compliance.

You will partner with Wealth Management and bank teams to provide integrated financial solutions, manage risk, support business development, and lead process improvements in a hybrid office setting.