Sr. Manager, Client Relationship Associates

First National Bank of Omaha•Omaha, MO

20d•Onsite

About The Position

The Client Relationship Associate Manager (CRAM) is a newly established leadership role within FNBO's Advisory Services division of Wealth Management. This position provides dedicated people leadership for the Client Relationship Associate (CRA) team, ensuring a consistent, high-quality client experience across the program while enabling Regional Sales Managers to focus exclusively on Advisor growth and productivity. The CRAM reports directly to the Advisory Services Program Director.

Requirements

Bachelor's degree in Business Administration, a related field, or equivalent experience.
5+ years of experience in wealth management, financial services, or a related client-facing role.
2+ years of people management or team leadership experience.
Demonstrated ability to build, develop, and retain high-performing teams.
Strong understanding of wealth management operations, investment solutions, and client relationship management.
FINRA Series 7 and Series 66 (or Series 7, 63 & 65) registrations — active and in good standing.
State Life, Accident & Health, and Variable Contract insurance licenses — active and in good standing.
Working knowledge of FINRA regulations, BSA/AML requirements, and applicable bank policies.
Excellent interpersonal, communication, and organizational skills.
Ability to deliver clear, articulate, and concise messages both verbally and in writing.
Strong analytical thinking with the ability to identify problems, evaluate solutions, and drive process improvement.
Unrestricted work authorization and not requiring future sponsorship.

Nice To Haves

Experience managing distributed or matrixed teams.
Familiarity with CRM platforms and wealth management technology tools.
Certifications such as AWMA, CRPC, FPQP, CFP, or active progress toward accreditation.
Prior experience in a program or operations management capacity within wealth management.
Experience supporting financial planning processes, including data collection and client review workflows.

Responsibilities

Directly manage a team of approximately 25+ Client Relationship Associates across the Advisory Services program.
Serve as the primary point of escalation, support, and accountability for all CRA team members.
Conduct regular one-on-ones, team meetings, and formal performance reviews.
Foster a collaborative, high-performance team culture aligned with FNBO's values and service standards.
Model and reinforce compliance with bank policy, laws, FINRA regulations, and the bank's BSA/AML Program.
Lead end-to-end hiring for CRA roles, partnering with HR and Advisory Services leadership.
Design and implement structured onboarding programs to accelerate new hire productivity.
Identify skill gaps and develop targeted training, coaching, and development plans.
Build clear career development pathways to support CRA retention and long-term growth.
Support CRAs in obtaining and maintaining required FINRA registrations and state insurance licenses.
Establish and maintain standardized CRA workflows, service standards, and best practices across the program.
Monitor client experience quality, identify trends, and implement improvements proactively.
Partner with Advisors and Regional Sales Managers to ensure seamless, consistent client service delivery.
Serve as the subject matter expert on CRA processes, tools, client interaction standards, and regulatory requirements.
Oversee quality and accuracy of CRA transaction execution, documentation, and account administration practices.
Collaborate with Regional Sales Managers to align CRA support with Advisor needs and priorities.
Partner with the Advisory Services Program Director on strategic workforce planning and team scaling.
Coordinate with Compliance, Operations, and Technology teams to ensure CRA adherence to regulatory and operational standards.
Contribute to program-level initiatives including technology adoption and process improvement.
Track and report on CRA team performance metrics, capacity, and service quality.
Provide regular updates to the Advisory Services Program Director on team health, hiring pipeline, and development progress.
Use data and insights to inform staffing and resource decisions as the program scales.