Director, Institutional Investments

## Director, Institutional Investments Apply:
Omaha - FN Business Park:
Full time:
Posted Today:
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- ** 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:
** The Director, Institutional Wealth Management, is accountable for the growth, development, and management of institutional wealth management relationships within the FNN footprint. The role combines senior-level institutional relationship management, investment sales and business development, client service, account oversight, and coordination of comprehensive wealth management solutions.  The Director serves as a senior relationship manager, developing and expanding institutional business while ensuring exceptional client experience, strong operational execution, appropriate risk management, and long-term relationship profitability.

The role works across Wealth Management and the broader Bank to identify opportunities, coordinate subject matter expertise, and strengthen the Bank’s position as a financial services provider and community partner.
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* About This Role:

*** 1. Institutional Relationship Management
** Serves as a primary relationship manager for assigned institutional investment management clients and prospects.
* Builds and maintains trusted relationships with client executives, finance personnel, trustees, benefit administrators, and board members.
* Develops and executes a proactive relationship management plan for institutional clients and prospects.
* Conducts recurring client meetings to review account activity, financial objectives, service needs, investment needs, and future opportunities.
* Anticipates client needs and coordinate internal resources to deliver comprehensive wealth management solutions.
* Maintains high levels of client satisfaction, relationship retention, and long-term profitability.
* Collaborates with peers across the Bank to ensure consistent and exceptional client experience.
* 2. Institutional Investment Sales & Business Development
** Markets and sells First National investment and wealth management solutions to institutional clients.
* Develops and expands Institutional Investment Management business within the FNN footprint.
* Identifies strategic opportunities within existing relationships to market and sell First National fixed income and other investment management solutions.
* Focuses business development efforts on foundations and endowments, insurance and healthcare companies, investment consultants, and other appropriate institutional markets.
* Identifies opportunities for referrals to FNCM fixed income sales and introduce appropriate internal partners.
* Participates in client presentations, proposal development, RFPs, and other business development activities.
* Defines and maintains a consistent RFP and institutional sales process across markets.
* Develops call tracking and sales reporting methodology utilizing Salesforce or an approved alternative.
* Provides market feedback and industry intelligence to support institutional investment strategy and growth.
* 3. Account Administration & Client Service Oversight
** Oversees administration of complex institutional relationships, including pension, custody, investment management, trusts, foundations, endowments, escrow, and employee benefit relationships.
* Ensures transactions, distributions, contributions, cash activity, funding requirements, and other account activities are executed accurately and timely.
* Ensures account documentation and systems of record remain complete and current.
* Coordinates client onboarding, account transitions, and annual administrative reviews.
* Monitors…