Wealth Management Client Relations Lead

FNBO; Kansas City (MO); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Time Off

Job summary

FNBO in Kansas City is seeking a Client Relationship Associate Manager (CRAM) to lead a 25+ CRA team within Advisory Services. You will ensure a high-quality client experience across the program and support Regional Sales Managers to focus on advisor growth.

The role requires a BA, 5+ years in wealth mgmt or client-facing roles, 2+ years of people management, FINRA registrations, and securities licenses. You will hire, onboard, train, and develop staff while ensuring compliance with FINRA,

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of wealth management or related client-facing experience.
• 2+ years of people management experience.
• Demonstrated 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 registrations (or 7/63/65).
• Active Life/Health/Variable contracts licenses.

Responsibilities

• Directly manage a team of 25+ Client Relationship Associates.
• Lead hiring, onboarding, and development programs for CRA staff.
• Ensure standardized CRA workflows and high-quality client service.
• Monitor client experience quality and implement improvements.
• Collaborate with Regional Sales Managers to align CRA support with Advisor needs.

Skills

People management

Team leadership

Wealth management

FINRA registrations

Education

Bachelor's degree in Business Administration

Tools

CRM platforms

Job description

FNBO in Kansas City is seeking a Client Relationship Associate Manager (CRAM) to lead a 25+ CRA team within Advisory Services. You will ensure a high-quality client experience across the program and support Regional Sales Managers to focus on advisor growth.

The role requires a BA, 5+ years in wealth mgmt or client-facing roles, 2+ years of people management, FINRA registrations, and securities licenses. You will hire, onboard, train, and develop staff while ensuring compliance with FINRA,