Wealth Business Development Associate II

First National Bank of Omaha•Omaha, NE

9d•Hybrid

About The Position

The Wealth Business Development Associate II supports strategic growth objectives across FNBO’s Wealth team, including Private Wealth, Advisory, Private Banking, Trust, Investment Management, and Financial Planning. This role partners with senior leaders and Advisors—including Wealth Advisors, Trust Advisors, Portfolio Managers, and Private Bankers—to connect business priorities with marketing, customer engagement, data, events, and cross-functional resources. It independently manages multiple initiatives from planning through execution and requires strong project management, communication, organization, and relationship-building skills. The associate coordinates strategic business development projects and meetings; researches opportunities and recommends resources; and identifies improvements to business development processes and tools. The role owns customer, prospect, networking, community, conference, employee, and other business development events, including objectives, logistics, communications, fulfillment, execution, and evaluation. It also serves as a liaison with marketing, brand, creative, and other internal partners to develop customer-facing materials and support marketing initiatives. Additional responsibilities include developing and tracking budgets; managing sponsorships, memberships, vendors, procurement, and related resources; supporting Salesforce and other business development tools, reporting, and data practices; maintaining Wealth SharePoint content and communications; and coordinating across internal teams. The associate is expected to follow bank policies, laws, regulations, applicable BSA/AML requirements, and established compliance procedures and controls.

Requirements

Bachelor’s degree in Business, Marketing, Communications, Project Management, or a related field, or an equivalent combination of education and experience.
Minimum of 3–5 years of experience in business development, marketing, project management, event strategy and execution, or a related field.
Demonstrated ability to independently manage complex projects, competing priorities, deadlines, budgets, and multiple stakeholders.
Strong project management, organization, analytical, and problem-solving skills.
Strong written and verbal communication skills, including the ability to develop executive-ready presentations, agendas, reports, and business communications.
Strong relationship-building and collaboration skills, including the ability to work effectively with and influence senior leaders and cross-functional teams.
Experience with Salesforce, CRM platforms, data analysis, or business development tools.
Experience managing budgets, vendors, procurement, sponsorships, and external business partners.
Strong Microsoft Office skills, including PowerPoint, Excel, Word, and Outlook.
Demonstrated ability to take ownership, identify opportunities for improvement, and drive initiatives through successful completion.
Must have unrestricted work authorization and not require future sponsorship.

Responsibilities

Partner with senior leaders and Advisors to develop and execute business development priorities across assigned Wealth lines of business.
Manage multiple strategic projects, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.
Plan and facilitate business development meetings and strategic working sessions, including agendas, preparation, facilitation, documentation, and follow-up.
Coordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.
Conduct research and provide insights, recommendations, and resources to support business development strategies and decisions.
Identify opportunities to improve business development processes, tools, resources, and practices.
Plan and execute customer, prospect, networking, community, conference, and business development events, including post-event follow-up.
Partner with business leaders and Advisors to establish event objectives, audiences, content direction, and desired outcomes.
Manage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, audiovisual needs, promotional materials, speakers, and day-of execution.
Coordinate client fulfillment such as gifts, events, tickets, holiday cards, and other client communications.
Develop agendas, briefing materials, communications, and other content for customer and prospect engagement.
Track event participation and evaluate effectiveness to inform future engagement and business development.
Coordinate employee conferences, gifts, holiday programs, and other special events.
Liaise with Business Development, Wealth Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
Coordinate marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
Provide business context to marketing partners and support strategic marketing and brand initiatives.
Develop, maintain, and forecast business development budgets; track expenses, commitments, sponsorships, event costs, and budget utilization.
Manage sponsorships, memberships, conference participation, renewals, procurement, vendors, contracts, purchasing, promotional materials, and related resources.
Evaluate investments and opportunities against business priorities, audience, cost, and potential value.
Serve as a resource for Salesforce and business development tools, processes, reporting, and best practices.
Manage Wealth internal SharePoint sites, including publishing, updating, and formatting content and reviewing and distributing team communications.
Support Advisors and business leaders with Salesforce training, data management, reporting, and system utilization.
Develop and distribute reports and insights on pipeline, referrals, prospecting, cross-selling, and other business development activities.
Analyze internal and external data and research to identify opportunities and inform decisions.
Identify opportunities to improve data quality, reporting, and tracking in Salesforce and related tools.
Build relationships and coordinate effectively with senior leaders, Advisors, internal partners, vendors, and support functions.
Represent Business Development in cross-functional meetings and working groups, ensuring alignment, communication, and follow-through.
Share best practices and resources across teams.
Comply with bank policies, laws, regulations, and applicable BSA/AML requirements; ensure activities, events, sponsorships, marketing materials, and vendor engagements meet applicable requirements.
Complete required compliance training and follow established procedures and controls.