Vice President, Wealth and Investments - Omaha

Only for registered members Omaha, United States

1 month ago

Default job background
$140,000 - $245,000 (USD)

Job Summary

We believe wealth should feel personal purposeful and generational.

Responsibilities

  • Own HNW/UHNW segment results: revenue flows advisor productivity and profitability

  • Develop and execute comprehensive organic and inorganic client acquisition strategies for HNW/UHNW markets including prospecting methodologies referral programs and strategic partnerships that drive sustainable growth while maintaining our premium service standards and fiduciary responsibilities.

  • Foster collaborative relationships across all business units to ensure seamless client experiences leveraging FNBO's full suite of services to meet the comprehensive financial needs of clients and their businesses

  • Benchmark optimize advisory capabilities capacity using insight into UHNW trends competitive landscape

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