Sr. Manager, Client Relationship Associates

First National Bank of Omaha; Omaha (NE); 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

First National Bank of Omaha (FNBO) is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services of Wealth Management. This leadership role ensures high-quality client experience and supports Regional Sales Managers in Advisor growth by overseeing talent and workflow standards.

The ideal candidate will have 5+ years in wealth management, 2+ years of people leadership, FINRA registrations active, and appropriate state life/health licenses.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 5+ years in wealth management or related client-facing role.
• 2+ years of people management experience.
• FINRA Series 7 and 66 active and in good standing.
• State Life, Accident & Health, and Variable Contract licenses active.

Responsibilities

• Lead a team of 25+ Client Relationship Associates and oversee performance reviews.
• Hire, onboard, and develop CRA staff and support FINRA registrations.
• Standardize CRA workflows and monitor client experience quality.
• Collaborate with Regional Sales Managers and Compliance.

Skills

Leadership

People management

Wealth management

FINRA registrations

Insurance licenses

CRM platforms

Communication skills

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job

The Client Relationship Associate Manager (CRAM) is a newly established leadership role within FNBO's Advisory Services division of Wealth Management. This position provides dedicated people leadership for the Client Relationship Associate (CRA) team, ensuring a consistent, high-quality client experience across the program while enabling Regional Sales Managers to focus exclusively on Advisor growth and productivity. The CRAM reports directly to the Advisory Services Program Director.

About This Role

• Team Leadership & People Management Directly manage a team of approximately 25+ Client Relationship Associates across the Advisory Services program. Serve as the primary point of escalation, support, and accountability for all CRA team members. Conduct regular one-on-ones, team meetings, and formal performance reviews. Foster a collaborative, high-performance team culture aligned with FNBO's values and service standards. Model and reinforce compliance with bank policy, laws, FINRA regulations, and the bank's BSA/AML Program.
• Talent Acquisition & Development Lead end-to-end hiring for CRA roles, partnering with HR and Advisory Services leadership. Design and implement structured onboarding programs to accelerate new hire productivity. Identify skill gaps and develop targeted training, coaching, and development plans. Build clear career development pathways to support CRA retention and long-term growth. Support CRAs in obtaining and maintaining required FINRA registrations and state insurance licenses.
• Service Consistency & Client Experience Establish and maintain standardized CRA workflows, service standards, and best practices across the program. Monitor client experience quality, identify trends, and implement improvements proactively. Partner with Advisors and Regional Sales Managers to ensure seamless, consistent client service delivery. Serve as the subject matter expert on CRA processes, tools, client interaction standards, and regulatory requirements. Oversee quality and accuracy of CRA transaction execution, documentation, and account administration practices.
• Cross-Functional Collaboration Collaborate with Regional Sales Managers to align CRA support with Advisor needs and priorities. Partner with the Advisory Services Program Director on strategic workforce planning and team scaling. Coordinate with Compliance, Operations, and Technology teams to ensure CRA adherence to regulatory and operational standards. Contribute to program-level initiatives including technology adoption and process improvement.
• Reporting & Analytics Track and report on CRA team performance metrics, capacity, and service quality. Provide regular updates to the Advisory Services Program Director on team health, hiring pipeline, and development progress. Use data and insights to inform staffing and resource decisions as the program scales.

The Ideal Candidate for This Role

• Required Bachelor's degree in Business Administration, a related field, or equivalent experience.
• 5+ years of experience in wealth management, financial services, or a related client-facing role.
• 2+ years of people management or team leadership experience.
• Demonstrated ability to build, develop, and retain high-performing teams.
• Strong understanding of wealth management operations, investment solutions, and client relationship management.
• FINRA Series 7 and Series 66 (or Series 7, 63 & 65) registrations — active and in good standing.
• State Life, Accident & Health, and Variable Contract insurance licenses — active and in good standing.
• Working knowledge of FINRA regulations, BSA/AML requirements, and applicable bank policies.
• Excellent interpersonal, communication, and organizational skills. Ability to deliver clear, articulate, and concise messages both verbally and in writing.
• Strong analytical thinking with the ability to identify problems, evaluate solutions, and drive process improvement.
• Preferred Experience managing distributed or matrixed teams.
• Familiarity with CRM platforms and wealth management technology tools.
• Certifications such as AWMA, CRPC, FPQP, CFP, or active progress toward accreditation.
• Prior experience in a program or operations management capacity within wealth management.
• Experience supporting financial planning processes, including data collection and client review workflows.
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation

• Compensation range (base pay): $83,355.00-$141,704.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment

• It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Equal Opportunity & Belonging

• FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. Learn more here.
• FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
• Click here to download 'EEO is The Law' Self-Print Poster
• Click here to download 'EEO is The Law' Supplement for Federal Contractors
• Click here to download 'EEO is The Law' GINA Supplement
• FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Contact

For additional information regarding compensation and benefits, e-mail FNBO at [e-mail]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20261763

Grow Your Career with FNBO! For 170 years, our holding company - First National of Nebraska (FNNI) - has grown to more than 4,500 employees with locations in nine states and $35 billion in assets. We are proud to serve our customers and communities with banking offices located in Nebraska, Colorado, Illinois, Iowa, Kansas, Missouri, South Dakota, Texas and Wyoming. FNBO (First National Bank of Omaha) believes that a bank should be a force for good in the world; to positively influence the lives of our employees, customers and the success of the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here.

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FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. We strive to represent the communities in which we serve. Learn more here. FNBO endeavors to make our site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR Solution One via either email or phone using the contact information below.

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