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Head of Private Wealth Advisory

Job in Fort Collins, Larimer County, Colorado, 80523, USA
Listing for: First National Bank of Omaha
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 275000 USD Yearly USD 200000.00 275000.00 YEAR
Job Description & How to Apply Below

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job:

First National Bank of Omaha (FNBO) is a legacy-driven, privately held, financial institution committed to serving successful individuals, families, and business owners with a high-touch boutique experience backed by the strength of a major regional bank. We believe wealth should feel personal, purposeful, and generational.

About This Role:

The Opportunity:

As the Head of Private Wealth Advisory
, you will be the senior leader responsible for the growth, performance, and reputation of FNBO's most sophisticated client segment. You will lead professionals delivering a team-led approach to serve high-net-worth and ultra-high-net-worth families - typically with $5MM+ in investable assets .

You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family governance - ensuring clients receive the full power of the One FNBO platform.

This leader is a trusted ambassador in the market - welcomed into the rooms where legacy decisions are made.

What You Will Lead & Deliver Strategic & Responsible Growth
  • Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability

  • Lead with a growth mindset, continuously raising standards and driving a high-performance culture

  • Develop and execute comprehensive organic and inorganic client acquisition strategies for HNW/UHNW markets, including prospecting methodologies, referral programs, and strategic partnerships that drive sustainable growth while maintaining our premium service standards and fiduciary responsibilities.

  • Shape and influence segment roadmap based on client and market intelligence

  • Benchmark and optimize advisory capabilities and capacity using insight into UHNW trends and competitive landscape

Partnerships & Collaboration
  • Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other critical FNBO lines of business to identify and capture high-net-worth client opportunities

  • Foster collaborative relationships across all business units to ensure seamless client experiences, leveraging FNBO's full suite of services to meet the comprehensive financial needs of clients and their businesses

  • Lead cross-functional teams and initiatives that align wealth management strategies with enterprise-wide goals, ensuring consistent messaging, service standards, and client relationship management practices across all touchpoints

Client Experience
  • Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions

  • Protect the franchise by embedding fiduciary and risk governance at every decision point

  • Drive continuous improvement through assessment of market trends, client needs, and competitive landscape, partnering with product and investment teams to ensure our service offerings remain best-in-class and differentiated in the marketplace.

Talent Leadership & Culture
  • Lead a high-performing advisory team fostering a culture of accountability and leading bold transformation and growth

  • Attract, develop, and retain top talent while ensuring strong succession planning

  • Set clear performance expectations, provide ongoing feedback, and drive a results-oriented culture

  • Champion organizational change initiatives as a visible change advocate, inspiring teams to embrace transformation while maintaining the highest standards of fiduciary care, and fostering a culture of adaptability that positions the…

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