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Senior Client Relationship Lead — Associates, Wealth Advisory

Job in Fort Collins, Larimer County, Colorado, 80523, USA
Listing for: FNBO
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 83000 - 142000 USD Yearly USD 83000.00 142000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Relationship Lead — 25+ Associates, Wealth Advisory

FNBO is seeking a Client Relationship Associate Manager (CRAM) to lead the CRA team within Advisory Services. This role ensures a high-quality client experience across the program while enabling Regional Sales Managers to focus on Advisor growth and productivity.

The CRAM will manage ~25 CRA professionals, lead hiring and onboarding, and ensure compliance with FINRA regulations and bank policies. Onsite in Fort Collins, CO, with opportunities for scaling and professional development.

We would love to welcome a new Senior Client Relationship Lead — 25+ Associates, Wealth Advisory to our organisation in Fort Collins, CO, United States.

Consider building your career as a Senior Client Relationship Lead — 25+ Associates, Wealth Advisory at FNBO.

The Senior Client Relationship Lead — 25+ Associates, Wealth Advisory position in the Sales field is open for applications.

Position Requirements
10+ Years work experience
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