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FNBO

Regional bank offering diverse financial products

Head of Private Wealth Advisory

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-time$200k - $275k

About the Job

Requirements

  • 10–15+ years of leadership in private wealth serving high-net-worth and ultra-high-net-worth clients.
  • Demonstrated ability to win and retain complex client relationships.
  • A bachelor's degree is required.
  • FINRA Series 65 or 66 is required.

Responsibilities

  • Own high-net-worth and ultra-high-net-worth segment results, including revenue, flows, advisor productivity, and profitability.
  • Lead with a growth mindset, raise standards, and drive a high-performance culture.
  • Develop and execute organic and inorganic client acquisition strategies for high-net-worth and ultra-high-net-worth markets, including prospecting methodologies, referral programs, and strategic partnerships, while maintaining premium service standards and fiduciary responsibilities.
  • Shape and influence the segment roadmap using client and market intelligence.
  • Benchmark and optimize advisory capabilities and capacity using insight into ultra-high-net-worth trends and the competitive landscape.
  • Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other business lines to identify and capture high-net-worth client opportunities.
  • Foster collaboration across business units to ensure seamless client experiences, leveraging FNBO services to meet clients' and their businesses' comprehensive financial needs.
  • Lead cross-functional teams and initiatives to align wealth management strategies with enterprise-wide goals and ensure consistent messaging, service standards, and client relationship management practices.
  • Deepen and enhance relationships through a multigenerational wealth experience, including estate planning, governance education, philanthropy, and concierge solutions.
  • Embed fiduciary and risk governance at every decision point to protect the franchise.
  • Assess market trends, client needs, and the competitive landscape, partnering with product and investment teams to improve service offerings and differentiate them in the marketplace.
  • Lead a high-performing advisory team and foster accountability, transformation, and growth.
  • Attract, develop, and retain talent while ensuring strong succession planning.
  • Set performance expectations, provide ongoing feedback, and drive a results-oriented culture.
  • Champion organizational change initiatives and help teams adapt while maintaining fiduciary care.
  • Represent FNBO among influential circles, including entrepreneurs, executives, and family office decision makers.
  • Deepen relationships with centers of influence, including attorneys, CPAs, and family governance experts.
  • Expand FNBO's presence as a trusted provider of sophisticated wealth solutions.

Desired Qualifications

  • An MBA or advanced planning credentials are preferred.
  • Advanced designations such as CFP, CFA, CTFA, CIMA, CPA, or CEPA are desired.

About the Company

FNBO

Regional bank offering diverse financial products

FNBO offers banking services and financial products across eight states, serving more than 6.6 million customers as a subsidiary of First National of Nebraska. It provides checking and savings accounts, mortgages, personal and business loans, credit cards, wealth management, and digital banking, supported by a large branch and ATM network. The company differentiates itself through its long history of customer service, broad geographic reach, and a diversified product lineup backed by nearly $30 billion in assets under management and about 5,000 employees. Its goal is to provide reliable, accessible financial solutions that help people and businesses manage money, grow assets, and plan for the future.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Omaha, NE
Founded
1857

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