Vice President, Wealth and Investments

Join to apply for the Vice President, Wealth and Investments role at FNBO

1 day ago Be among the first 25 applicants

First National Bank of Omaha (FNBO) is a legacy-driven, privately held, financial institution committed to serving successful individuals, families, and business owners with a high-touch boutique experience backed by the strength of a major regional bank. We believe wealth should feel personal, purposeful, and generational.

As the Head of Private Wealth Advisory
, you will be the senior leader responsible for the growth, performance, and reputation of FNBO’s most sophisticated client segment. You will lead professionals delivering a team-led approach to serve high-net-worth and ultra-high-net-worth families — typically with $5MM+ in investable assets
. You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family governance — ensuring clients receive the full power of the One FNBO platform.

This leader is a trusted ambassador in the market — welcomed into the rooms where legacy decisions are made.

• Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability
• Lead with a growth mindset, continuously raising standards and driving a high-performance culture
• 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.
• Shape and influence segment roadmap based on client and market intelligence
• Benchmark and optimize advisory capabilities and capacity using insight into UHNW trends and competitive landscape

• Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other critical FNBO lines of business to identify and capture high-net-worth client opportunities
• 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
• Lead cross-functional teams and initiatives that align wealth management strategies with enterprise-wide goals, ensuring consistent messaging, service standards, and client relationship management practices across all touchpoints

• Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions
• Protect the franchise by embedding fiduciary and risk governance at every decision point
• Drive continuous improvement through assessment of market trends, client needs, and competitive landscape, partnering with product and investment teams to ensure our service offerings remain best-in-class and differentiated in the marketplace

• Lead a high-performing advisory team fostering a culture of accountability and leading bold transformation and growth
• Attract, develop, and retain top talent while ensuring strong succession planning
• Set clear performance expectations, provide ongoing feedback, and drive a results‑oriented culture
• Champion organizational change initiatives as a visible change advocate, inspiring teams to embrace transformation while maintaining the highest standards of fiduciary care, and fostering a culture of adaptability that positions the organization for sustained success during periods of evolution and growth

• Represent FNBO among the city’s most influential circles — entrepreneurs, executives, and family office decision makers
• Deepen relationships with key COIs, including attorneys, CPAs, and family governance experts
• Expand FNBO’s presence as the trusted name in sophisticated wealth solutions

• 10–15+ years of leadership in private wealth serving HNW/UHNW clients
• Demonstrated ability…