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firstnationalbankofomaha.com
FNBO Wealth is seeking a Private Client Manager to support Ultra High Net Worth customers with daily servicing needs and long-term financial planning. This role involves collaborating with Private Wealth Advisors to deliver advice, monitor account activity, and ensure relationship profitability through comprehensive investment support. The position requires managing administrative tasks, preparing documentation for transactions, and resolving complex customer issues to maintain financial wellbeing.
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.
7% above the average for this role