New

Associate II, Institutional Wealth

First National Bank of Omaha
vision insurance, tuition assistance, 401(k)
United States, Nebraska, Omaha
May 08, 2026
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 Institutional Wealth Associate supports the delivery of wealth management and paying agent services by partnering closely with administrators and internal teams to help clients achieve their financial goals and objectives. This role assists in managing client relationships across investment management, trust, custody, escrow, and paying agent accounts. The Associate executes core operational tasks, prepares documentation, supports client communications, and ensures accurate and timely processing of transactions. This role is expected to demonstrate professionalism, attention to detail, and a strong commitment to delivering high-quality client service. About This Role: Client Relationship Management Provide operational support to maintain and strengthen client relationships Respond to client inquiries and resolve issues in a timely and professional manner Actively listen to client needs and ask thoughtful questions to ensure accurate understanding Maintain regular communication with clients and internal partners Follow up to ensure client needs and expectations are met Identify opportunities to enhance client relationships and service delivery Transaction & Documentation Processing Prepare and maintain forms and documentation required to complete transactions Execute transactions accurately and in a timely manner Set up new accounts and grant client credentials following established procedures Generate client reports and correspondence as needed Support approval processes by ensuring completeness and accuracy of documentation Monitor workflows and escalate exceptions or delays as appropriate Product Knowledge & Solutions Develop and maintain knowledge of wealth management and paying agent products and services Stay current on product updates and relevant industry trends Support the delivery of client solutions aligned with financial goals and objectives Team Collaboration & Communication Collaborate effectively with team members to support daily operations Communicate priorities, progress, and issues to ensure coordination and efficiency Build strong working relationships across teams and business partners Understand how individual responsibilities impact broader team objectives Process Improvement Identify opportunities to improve efficiency and streamline processes Apply process improvement tools and techniques within day-to-day responsibilities Share ideas and best practices to support continuous improvement Compliance & Risk Management Understand and comply with the Bank's policies, regulations, and BSA/AML Program, which includes but is not limited to: Adhere to Customer Identification Program and Customer Due Diligence requirements Identify, monitor, and report suspicious activity Maintain confidentiality of client information Complete required compliance and regulatory training in a timely manner Professional Conduct Demonstrate professionalism and contribute to a positive work environment Support team and departmental goals Maintain regular and predictable attendance in alignment with policy The Ideal Candidate for This Role: Minimum Qualifications Bachelor's degree or 5+ years of relevant industry experience Basic understanding of financial concepts related to wealth management and paying agent services Strong analytical and problem-solving skills High attention to detail and accuracy Ability to work collaboratively in a team environment Effective written and verbal communication skills Proficiency with Microsoft Office Suite and relevant systems Ability to manage multiple tasks and priorities Preferred Qualifications Experience in wealth management, trust, or paying agent operations Familiarity with institutional clients (e.g., foundations, endowments, pension plans) Working knowledge of relevant systems and platforms Coursework or certifications in finance, trust, or wealth management Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $63,288.00-$104,425.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/. For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260796 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.