firstnationalbankofomaha.com
The Director, Portfolio Management plays a key role in delivering FNBO’s Wealth Management investment experience by combining investment expertise with relationship management. This client-facing role involves designing, implementing, and monitoring customized portfolios that align with client goals and risk profiles. The position requires deep collaboration with advisors to support client retention, expansion, and business development while ensuring compliance with bank policies and regulations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for firstnationalbankofomaha.com.