Wealth Business Development Associate II

First National Bank•Omaha, NE

10d•$63,288 - $104,425•Hybrid

About The Position

Support strategic growth of the Wealth team by driving and coordinating business development initiatives, events, marketing programs, customer engagement activities, and strategic projects across Private Wealth, Advisory, Private Banking, Trust, Investment Management, and Financial Planning. Serve as a key business partner to senior leaders and Advisors, connecting business priorities with marketing, customer engagement, data, events, and cross-functional resources to ensure effective execution. The role requires project management, communication, organization, and relationship-building skills, along with the ability to manage multiple priorities independently and carry initiatives from planning through execution. Responsibilities span business development strategy and project management; customer, prospect, networking, community, and employee event planning and execution; partnership with marketing and brand teams; budget, sponsorship, vendor, and resource management; Salesforce, SharePoint, data, and business development operations; cross-functional collaboration; and compliance and risk management. The position is expected to work in a hybrid capacity, collaborating in person three days a week and remotely two days a week, subject to change based on business needs.

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 ability to develop executive-ready presentations, agendas, reports, and business communications.
Strong relationship-building and collaboration skills, including 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 possess unrestricted work authorization and not require future sponsorship.

Responsibilities

Partner with senior leaders and Advisors to develop and execute business development priorities and initiatives 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 scheduling, agenda development, 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 dates, insights, recommendations, and resources to support business development strategy and decision-making.
Identify opportunities to improve business development processes, tools, resources, and practices.
Own planning and execution of customer, prospect, networking, community conference, and business development events, from strategy through post-event follow-up.
Partner with business leaders and Advisors to set event objectives, target 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, including gifts, events, tickets, holiday cards and gifts, and other client communications.
Develop agendas, briefing materials, communications, and other content for customer and prospect engagement.
Track event participation and evaluate effectiveness to identify future engagement and business development opportunities.
Coordinate employee conferences and initiatives, including gifts, holiday programs, and special events.
Serve as liaison between Business Development, Wealth Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
Coordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
Provide business direction and context to marketing partners to align initiatives with business priorities, target audiences, and customer needs.
Support strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.
Develop, maintain, and forecast business development budgets for assigned teams and Wealth management lines of business.
Track expenses, commitments, sponsorships, event costs, and budget utilization, and provide leaders visibility into financial performance and future needs.
Manage sponsorships, memberships, conference participation, renewals, and related business development opportunities.
Coordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources needed for business development activities.
Evaluate investments and opportunities based on business priorities, audience, cost, and potential value.
Serve as a key 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 communications to the Wealth team.
Support Advisors and business leaders with Salesforce training, data management, reporting, and effective system utilization.
Develop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling, and other business development activities.
Analyze internal and external data and research to identify opportunities and inform business development decisions.
Identify opportunities to improve data quality, reporting, and tracking within Salesforce and related business development tools.
Build strong relationships with senior leaders, Advisors, Marketing, Brand, Creative, Finance, Procurement, Compliance, Operations, vendors, and other internal partners.
Coordinate between business teams and internal support functions to move initiatives forward efficiently.
Represent Business Development in cross-functional meetings and working groups, ensuring alignment, communication, and follow-through.
Share best practices and resources across teams to promote consistency and operational effectiveness.
Understand and comply with bank policies, laws, regulations, and applicable BSA/AML requirements.
Ensure business development activities, events, sponsorships, marketing materials, and vendor engagements adhere to applicable bank policies and requirements.
Complete required compliance training and follow established procedures and controls.