Vice President, Wealth and Investments - Omaha
1 month ago

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
Job description
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