Wealth Growth & Strategy Associate II

FNBO; Omaha (NE); Hybrid; USD 63,000 - 104,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with match

Paid time off

HSA

Dependent care

Employee banking

Growth opportunities

Tuition assistance

Disability insurance

Job summary

FNBO is seeking a Wealth Business Development Associate II in Omaha to drive growth initiatives across Private Wealth, Advisory, and Trust lines. You will coordinate events, marketing programs, and cross-functional projects, partnering with senior Leaders and Wealth Advisors to deliver strategic outcomes.

Ideal candidates have 3–5 years in business development or marketing, strong project management, and proficiency with Salesforce and CRM tools.

Qualifications

• Bachelor’s degree (business/marketing/communications/project management) or equivalent.
• 3–5 years in business development, marketing, project management, events, or related field.
• Ability to independently manage multiple priorities, deadlines, budgets, and stakeholders.
• Strong written and verbal communication, with executive-ready presentation skills.

Responsibilities

• Develop and execute wealth business development priorities across advisory lines.
• Plan and facilitate cross-functional meetings and working sessions; manage timelines and deliverables.
• Execute customer, prospect and networking events from strategy through follow-up.
• Coordinate marketing materials, content, and sponsorship assets with marketing partners.
• Manage budgets, sponsorships, procurement, vendors, and event costs.

Skills

Project management

Communication

Relationship building

Data analysis

Salesforce experience

Microsoft Office

Education

Bachelor’s degree in business/marketing/communications/project management

Tools

Salesforce

CRM platforms

Microsoft Office

Job description

FNBO is seeking a Wealth Business Development Associate II in Omaha to drive growth initiatives across Private Wealth, Advisory, and Trust lines. You will coordinate events, marketing programs, and cross-functional projects, partnering with senior Leaders and Wealth Advisors to deliver strategic outcomes.

Ideal candidates have 3–5 years in business development or marketing, strong project management, and proficiency with Salesforce and CRM tools.