Director, Institutional Investments

First National Bank of Omaha•Omaha, NE

1d•Onsite

About The Position

The Director, Institutional Wealth Management, is accountable for the growth, development, and management of institutional wealth management relationships within the FNN footprint. The role combines senior-level institutional relationship management, investment sales and business development, client service, account oversight, and coordination of comprehensive wealth management solutions. The Director serves as a senior relationship manager, developing and expanding institutional business while ensuring exceptional client experience, strong operational execution, appropriate risk management, and long-term relationship profitability. The role works across Wealth Management and the broader Bank to identify opportunities, coordinate subject matter expertise, and strengthen the Bank’s position as a financial services provider and community partner.

Requirements

Bachelor’s degree in business administration, finance, accounting, economics, related field, or equivalent professional experience
Minimum of 10 years of business experience, with a significant portion focused on investment management, institutional wealth management, or sales
Demonstrated experience developing and executing strategies for institutional markets
Strong understanding of institutional investment management, client relationship management, and fiduciary account administration
Proven sales producer with strong business development capabilities
Excellent written and verbal communication skills
Strong analytical, problem-solving, decision-making, and relationship management skills
Ability to manage multiple priorities while maintaining attention to detail and sound risk judgment
Demonstrated ability to work independently while collaborating effectively across business lines
Proficiency with Microsoft Office, Salesforce or comparable CRM, and financial technology platforms
Unrestricted work authorization and not requiring future sponsorship

Nice To Haves

MBA or other graduate degree, or commensurate work experience
CTFA, CFP®, CFA®, CPA, CWS®, JD, or similar professional designation, or willingness to obtain
Subject matter expertise in investment and asset management
Experience with FIS TrustDesk or comparable trust accounting platform
Experience supporting defined benefit plans, foundations, endowments, escrow, custody, insurance, healthcare, or other institutional relationships
Strong marketing, product development, or training experience
Experience participating in process improvement or technology implementation initiatives

Responsibilities

Serves as a primary relationship manager for assigned institutional investment management clients and prospects.
Builds and maintains trusted relationships with client executives, finance personnel, trustees, benefit administrators, and board members.
Develops and executes a proactive relationship management plan for institutional clients and prospects.
Conducts recurring client meetings to review account activity, financial objectives, service needs, investment needs, and future opportunities.
Anticipates client needs and coordinate internal resources to deliver comprehensive wealth management solutions.
Maintains high levels of client satisfaction, relationship retention, and long-term profitability.
Collaborates with peers across the Bank to ensure consistent and exceptional client experience.
Markets and sells First National investment and wealth management solutions to institutional clients.
Develops and expands Institutional Investment Management business within the FNN footprint.
Identifies strategic opportunities within existing relationships to market and sell First National fixed income and other investment management solutions.
Focuses business development efforts on foundations and endowments, insurance and healthcare companies, investment consultants, and other appropriate institutional markets.
Identifies opportunities for referrals to FNCM fixed income sales and introduce appropriate internal partners.
Participates in client presentations, proposal development, RFPs, and other business development activities.
Defines and maintains a consistent RFP and institutional sales process across markets.
Develops call tracking and sales reporting methodology utilizing Salesforce or an approved alternative.
Provides market feedback and industry intelligence to support institutional investment strategy and growth.
Oversees administration of complex institutional relationships, including pension, custody, investment management, trusts, foundations, endowments, escrow, and employee benefit relationships.
Ensures transactions, distributions, contributions, cash activity, funding requirements, and other account activities are executed accurately and timely.
Ensures account documentation and systems of record remain complete and current.
Coordinates client onboarding, account transitions, and annual administrative reviews.
Monitors service standards and address issues that may affect client experience or relationship retention.
Reviews fees, pricing, and service levels in support of appropriate relationship profitability.
Ensures institutional relationship activities comply with bank policies, fiduciary standards, OCC regulations, BSA/AML requirements, and applicable laws.
Identifies and appropriately addresses operational, fiduciary, documentation, and relationship risks.
Resolves documentation deficiencies and compliance exceptions promptly.
Prepares relationships for internal audits, regulatory examinations, and quality reviews.
Escalates significant fiduciary, legal, policy, pricing, or operational matters to management as appropriate.
Makes decisions that are informed, timely, logical, and risk controlled; takes ownership of outcomes and makes appropriate adjustments.
Partners with Wealth Management, Investment Officers, Relationship Managers, Commercial Bankers, Treasury Management, and other internal subject matter experts to deliver integrated solutions.
Recommends and implements process improvements that improve efficiency and enhance client experience.
Supports department projects, technology implementations, workflow enhancements, and operational initiatives.
Identifies opportunities to improve institutional business processes, consistency, and scalability.
Influences others to create commitment and action using logic, persuasion, inspiration, and change-management techniques.
Shares institutional market knowledge, business trends, and best practices with team members.
Represents First National in the communities served and supports a strong, positive perception of FNBO/FNNI.
Participates in local business committees and appropriate board memberships to develop beneficial business relationships and understand local market perceptions.
Interacts with industry professionals and investment consultants to market and grow institutional AUM.
Serves as a subject matter expert on First National investment strategies and institutional wealth management capabilities.
Builds collaborative relationships across Wealth Management and the broader Bank.
Serves as a resource and mentor to less experienced associates and supports development of institutional talent.
Shares best practices that improve department performance and client outcomes.
Demonstrates professionalism, accountability, sound judgment, initiative, and continuous improvement.