Director, Private Client Services

First National Bank of Omaha•Boulder, CO

4d•$126,830 - $215,612•Onsite

About The Position

The Director, Private Client Services is a trusted advisor to ultra-affluent clients and prospects, typically with more than $5 million in investible assets and sophisticated, complex financial needs. In a team-led approach, the advisor helps families and business owners at every life stage address banking, long-term planning, and wealth-preservation needs. The advisor works with dedicated specialists to identify and deliver holistic solutions, providing personalized education, advice, guidance, and services to support customers’ financial well-being. The role leverages specialty resources to deliver long-term planning and investment advice, helping families manage and preserve multigenerational wealth. The Family Office offers services spanning holistic governance and planning, family education, and concierge services. The advisor transforms customer needs into relevant offerings and collaborates with Trust, Planning, and Investment teams to deliver comprehensive solutions. Services may include investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services. The Director is responsible for growing and retaining Wealth Management relationships, expanding the UHNW client base, and achieving Individual Segment business and profitability objectives. The role includes targeted prospecting, referrals, networking, strategic partnerships, industry participation, and pipeline management. The advisor maintains a fiduciary standard, complies with applicable bank policies and laws, and follows FINRA/SEC regulations and the bank’s BSA/AML Program. The position is anticipated to be onsite at the posted location; work location may change based on business needs.

Requirements

Bachelor’s degree required.
10+ years of experience in the Wealth Management industry.
Specialized depth and/or breadth of expertise in a Wealth Management discipline or field.
Significant experience in one or more of the following: Investment Management, Trust, Estate Planning, or Business Succession Planning.
Successful business development activities and effective relationship management experience.
Ability to provide investment advice and guidance to customers with highly complex and sophisticated relationships.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national, and global economy.
Ability to listen attentively to customers’ needs and deliver comprehensive solutions.
Ability to communicate confidently with ultra-affluent customers and prospects, demonstrating poise, conviction, and executive presence.
Exceptional verbal and written communication skills, including the ability to deliver advanced communications, presentations, and recommendations to internal and external audiences at all levels.
Flexibility to accommodate client meetings before or after normal business hours.
Unrestricted work authorization without the need for future sponsorship.

Nice To Haves

MBA is helpful.
State Life, Accident & Health, and Variable Contract insurance licenses.
Certifications or degrees such as CRPC, CFP, CPA, CFA, CWS, CTFA, CFM, MBA, or JD, or the ability to earn accreditation.

Responsibilities

Advise, guide, and deliver long-term planning and investment advice and solutions to customers to help manage and preserve their wealth.
Coordinate with a dedicated team of experts and collaborate with Trust, Planning, and Investment teams to assess and meet customers’ holistic needs.
Provide personalized education, advice, guidance, and solutions through investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services.
Transform customer needs into relevant product and service offerings, broadening relationships through a deep understanding of each customer’s needs and a commitment to a fiduciary standard.
Grow and retain Wealth Management relationships using relationship skills, sales strategies, and internal and external sources.
Achieve Individual Segment business goals and profitability objectives under changing circumstances.
Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
Develop and execute a business development plan to grow the UHNW client base and expand share of wallet with existing relationships.
Participate in industry events, conferences, and thought leadership initiatives to raise the profile of the business and attract new clients.
Leverage internal and external centers of influence, such as investment bankers, attorneys, and accountants, to identify UHNW prospects.
Maintain a pipeline of qualified leads and follow up regularly to convert opportunities into long-term relationships.
Interpret business challenges and recommend solutions that address customers’ current and future needs.
Exhibit professional behavior and promote positive working relationships.
Comply with bank policy, applicable laws, FINRA/SEC regulations, and the bank’s BSA/AML Program as applicable to job duties.