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.
FNBO Wealth is hiring a Private Client Manager to support the Team Led advisory team including Ultra High Net Worth customers with daily customer servicing needs for long term planning. A Private Client Manager will work closely with the Private Wealth Advisor and other team members to support the delivery of advice, guidance and solutions to individuals to create and maintain financial wellbeing around their long-term life goals. The Private Client Manager will support Advisory teams for customers with comprehensive investment needs.
About This Role:
Job Specific Responsibilities/Accountabilities:
Manage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions.
Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management services to the Private Wealth Advisor.
Assure relationship profitability by monitoring service levels, fee revenue, and the assessment of additional fees for services rendered.
Prepare and maintain appropriate documentation for transactions ensuring completeness for appropriate customer, fiduciary and / or committee approvals.
Monitor all account activity by reviewing and validating daily transactions. Maintain documentation of all client contacts, written and verbal to confirm client discussions and actions.
Monitor portfolio of accounts, notify team members of outstanding balances and anticipated cash needed for possible investment and cash requirements for asset purchases, distributions and expense payments, reconcile account cash balances and prepare account status reports.
Conduct annual administrative, investment and unique asset reviews with awareness of the administrative risk associated with account administration. Monitor and resolve outstanding items in collaboration with the team.
Meet regularly with the Private Wealth Advisor to review portfolio of accounts and plan all administrative actions necessary to provide an exceptional delivery of customer service.
Apply functional and technical knowledge to solve a customer’s basic to complex problem using sound analytical thought to exercise judgment and identify innovative solutions.
Engage internal or external resources when necessary to serve a customer’s more complex needs.
Properly execute transactions in a timely manner.
Exhibit professional behavior and promote positive and collaborative working relationships.
Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.
The Ideal Candidate for This Role:
Minimum Qualifications:
Required Qualifications:
- Bachelor’s degree in Business Administration or related field or equivalent experience.
- 1-3+ years of experience in the investment or financial services industry.
- Working knowledge of all standard concepts and procedures with area of expertise.
- Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions.
- Ability to deliver clear, articulate and concise messages, both verbally and orally.
- Ability to create written documentation in various formats and styles to meet the needs of the audience. Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood.
- Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions.
- Ability to identify areas where efficiency and process improvement are needed.
- Ability to work collaboratively and cohesively within a team environment.
- Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
- Understands and contributes to intended customer experience of helpful, easy and personal.
Additional Qualifications Preferred:
FINRA Series 7 and 66 (or Series 63 & 65) registrations.-
State Life, Accident & Health and Variable Contract insurance licenses.
Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation
IND123#
It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.
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 [email protected] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261149
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.
