Wealth Management: Client Relationship Lead

First National Bank of Omaha; Kansas City (MO); On-site; USD 83,000 - 142,000; Full time

Benefits offered by this job

Medical Insurance

401k with matching

Time Off Programs

Tuition Assistance

Growth Opportunities

Job summary

First National Bank of Omaha is seeking a CRAM to lead the Client Relationship Associate team within Wealth Management. You will drive people leadership, onboarding, and development while ensuring high-quality client interactions and regulatory compliance across CRA processes.

The role emphasizes collaboration with Regional Sales Managers, adherence to FINRA regulations, and ongoing program scaling. Bachelor’s degree and FINRA licenses required, with onsite work at the Kansas City location.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 5+ years in wealth management or client-facing financial services.
• 2+ years of people management experience.
• Active FINRA Series 7 and Series 66 registrations; state Life/Health/Variable Contract licenses.
• Strong communication, leadership, and regulatory knowledge.

Responsibilities

• Directly manage a team of 25+ Client Relationship Associates across the Advisory Services program.
• Lead end-to-end hiring and onboarding for CRA roles with HR and leadership.
• Establish standardized CRA workflows and service standards across the program.
• Monitor client experience, identify trends, and implement improvements.
• Collaborate with Regional Sales Managers and Compliance, Ops, and Tech teams.

Skills

Leadership

Client relationship

Communication

Analytical thinking

Team collaboration

Education

Bachelor's degree in Business Administration

Tools

CRM platforms

Wealth management tech

Job description

First National Bank of Omaha is seeking a CRAM to lead the Client Relationship Associate team within Wealth Management. You will drive people leadership, onboarding, and development while ensuring high-quality client interactions and regulatory compliance across CRA processes.

The role emphasizes collaboration with Regional Sales Managers, adherence to FINRA regulations, and ongoing program scaling. Bachelor’s degree and FINRA licenses required, with onsite work at the Kansas City location.