Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Manager, Wealth Advisory Lead

Tech Sales Jobs

FNBO is seeking a Sr. Manager, Client Relationship Associates to lead a team of 25+ Client Relationship Associates within the Advisory Services program. This role focuses on people leadership, CRA process excellence, and regulatory compliance in wealth management. The ideal candidate will have 5+ years in wealth management, 2+ years of management, and active FINRA registrations (Series 7/66) with state insurance licenses. Onsite work in Omaha area with strong collaboration across divisions. #J-18808-Ljbffr Tech Sales Jobs

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager, Wealth Advisory Lead in Kansas City, MO vacancy
  • $152.37k - $186.23k

     ...Prospects for and closes new business relationships and retains and expands relationships with...  ...and services to those prospects and clients, identifying and successfully capitalizing...  ...Approves loans within assigned limits, managing loan and portfolio credit quality.Basic... 
    Suggested
    Full time
    Local area
    3 days per week

    US Bank

    Shawnee Mission, KS
    5 days ago
  • As a leading financial services and healthcare technology company...  ...DescriptionJob Title: Sr. Client Relationship ManagerLocations: Kansas City...  ...Professional Accounting - Business Advisory Services (PA-BAS) sector....  ...solutions that help clients manage data, automate processes,... 
    Suggested
    Ongoing contract
    Full time
    Work at office

    SS&C Technologies

    Kansas City, MO
    4 days ago
  •  ...Lead Technologist/ Project Manager - Energy Solutions Advisory The energy space is undergoing rapid and dramatic changes...  ...Energy & Power team to support clients navigate the complexities of...  ...importance. Manage client relationships to ensure all expectations are... 
    Suggested
    For contractors
    Work at office
    Remote work

    Jacobs

    Kansas City, MO
    3 days ago
  • $106.5k - $195.1k

     ...The opportunity Our Wealth Tax Advisory Practice is a rapidly...  ...the most influential clients. As we continue to expand...  ...we are looking for a Manager to join our team and...  ...deepen client relationships. As a Manager in Private...  ...Key responsibilities Leading the delivery of tailored... 
    Suggested
    Summer holiday
    Flexible hours

    EY

    Kansas City, MO
    2 days ago
  • First National Bank of Omaha seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client segment. You will drive growth, oversee performance, and reinforce the One FNBO approach across investment, fiduciary, planning, private banking, and family governance... 
    Suggested

    First National Bank of Omaha

    Kansas City, MO
    2 days ago
  •  ...Bank of Omaha (FNBO) seeks a Head of Private Wealth Advisory to lead growth and reputation for our most sophisticated client segment, typically with $5MM+ in investable...  ...oversee a team-driven model spanning investment management, fiduciary solutions, advanced planning,... 

    FNBO

    Kansas City, MO
    2 days ago
  • $120k - $155k

    We are hiring a Lead Project Manager to join our Intellectual Property team at Clarivate. In this role, you will be responsible for governing...  ...business objectives and organizational growth. Partner with clients, implementation partners, and internal stakeholders to define... 
    Full time
    For contractors
    2 days per week
    3 days per week

    Clarivate Analytics

    Kansas City, MO
    5 days ago
  • $100k

    Confidential search on behalf of our client We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management firm based in Overland Park...  ...term career inside a high-performing advisory environment. The person in this role... 
    Work at office

    The Well

    Overland Park, KS
    20 hours ago
  • Flagship Kansas is hiring a Workday Functional Lead. This role involves managing teams for business requirements and architecting Workday solutions...  ...promotes diversity and offers travel opportunities depending on client needs. Comprehensive benefits including health coverage... 

    Flagship Kansas

    Overland Park, KS
    20 hours ago
  • EY’s Wealth Tax Advisory Practice is expanding in the U.S. We seek a Manager to lead high-net-worth engagements, mentor staff, and deepen client relationships across multijurisdictional families and private wealth structures. You will deliver tailored tax advice, planning... 

    EY

    Kansas City, MO
    2 days ago
  • Cohen-Esrey Communities, LLC. is seeking a Property Manager for Jefferson on the Lake in Olathe, KS. You will oversee day-to-day operations, lead the onsite team, and ensure property performance aligns with our budget and policies. Qualified candidates have 2+ years in... 
    Work at office

    Cohen-Esrey

    Olathe, KS
    4 days ago
  •  ...cultural beliefs and serve more than 650 clients ranging from innovative biotech start-...  ...clients, including implementation, ongoing management, regular touchpoints and meetings. This...  ...for improving the lives of patients and leading innovation within the healthcare... 
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work

    EVERSANA

    Overland Park, KS
    1 day ago
  • WellSky in Overland Park, KS seeks a Director, Client Success to lead a team focused on revenue retention, referenceability, and growth. The role supports Advisory & Outsourced Services, and sits at WellSky's World Headquarters. You will partner with Solutions, Support... 

    Wellsky

    Overland Park, KS
    4 days ago
  • Cohen-Esrey Communities, LLC. is seeking a Property Manager for Bluejacket Lodge in Shawnee, KS. You will oversee day-to-day operations, managing staff, activities, and resources to meet budgeted goals. We offer PTO, holidays, voluntary benefits, 401(k) with match, education... 

    Cohen-Esrey

    Shawnee, KS
    2 days ago
  • Fairway Management, Inc. is seeking a dedicated Property Manager to oversee assigned apartment communities, ensuring compliant operations, leasing, resident services, and on-site staff leadership to maintain high occupancy. This role emphasizes Fair Housing compliance,... 

    Fairway Management, Inc.

    Independence, MO
    2 days ago
  • Join Clarivate as a Lead Product Manager for IPOne, our unified AI-powered platform that transforms intellectual property...  ...5+ years of experience working closely with clients to develop product solutions and relationships Prior experience launching new products 5+ years... 
    Permanent employment
    Full time
    Work experience placement
    2 days per week

    Clarivate Plc

    Kansas City, MO
    3 days ago
  •  ...Stormwater/Water Resources Practice Lead Location:...  ..., you will oversee and manage a team of civil engineers focused...  ...and maintain client relationships for municipal/urban stormwater...  ...wastewater services; surveying; advisory services; and construction engineering... 
    Work at office

    Garver

    Shawnee Mission, KS
    3 days ago
  •  ...seeking a strategic, client-focused Technology, Media...  ...(TMT) Environmental Lead to provide leadership,...  ...development, quality management, and strategic growth...  ...with additional indirect relationships with the TMT Business...  ...specialized technical advisory services. With global... 
    Local area

    HDR

    Kansas City, MO
    7 days ago
  • A commercial real estate firm is seeking a Property Manager for five retail shopping centers in Kansas City. The role involves overseeing daily operations, managing tenant relations, and supervising a team. Candidates should have a Bachelor's degree, leadership experience... 

    Poline Search Partners

    Kansas City, MO
    2 days ago
  • $141.2k - $278.3k

    Position Summary Lead Architect with Agentic AI Experience...  ...make a significant impact on our clients' success. You’ll work...  ...Kubernetes), serverless functions, and managed databases. Ensure the security...  ..., offering engineering-led advisory, implementation, and operational... 
    Work at office
    Local area
    Visa sponsorship
    Flexible hours
    Shift work

    Deloitte

    Kansas City, MO
    4 days ago
  • $158k - $217k

    Snowflake Partner Solution Lead - Central RegionAs a...  ...leadership, and our clients—bringing deep...  ...executive briefings.Client Advisory & Delivery Excellence*...  ...Build and maintain strong relationships with Snowflake product...  ...and stakeholder management skills, with confidence... 
    Temporary work
    Local area

    Slalom

    Kansas City, MO
    4 days ago
  •  ...focused on results - for our people, our clients, and our company.We’re a people-centric...  ...solutions.As a Civil Design Manager (Lead Civil Designer), you will be responsible...  ...specializes in engineering and design, client advisory services, planning, field services, and... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Olsson

    Shawnee Mission, KS
    6 days ago
  • Monarch Investment and Management Group is seeking a Property Manager for Prairie Walk Apartments in Kansas City, MO. You will lead on-site staff, ensure top-tier service, and maintain strong resident relations while driving lease-up and renewals. This role is on-site,... 

    Monarch Investment and Management Group

    Kansas City, MO
    1 day ago
  • $14 - $16 per hour

    A community-focused retail company is seeking an Assistant Property Manager in Kansas City. You will drive sales and efficiency while nurturing talent in your team. The ideal candidate has 2 years of retail/customer service management experience and strong leadership skills... 
    Hourly pay
    Flexible hours

    Dasch Inc dba Pegasus Group

    Kansas City, MO
    3 days ago
  •  ...About LeadHarbor LeadHarbor is a personal-loan lead generation network operated by Noesis LLC. We...  ...We’re looking for a Buyer Relations & PingTree Manager to help expand our buyer network, manage partner relationships, and improve lead distribution and profitability... 
    Remote work

    Noesis

    Kansas City, MO
    4 days ago
  • $99.09k - $123.86k

     ...positively influence our culture, serve our clients and enrich our communities is essential...  ...DescriptionMaintain and strengthen relationships with key clients, distribution partners...  ...identify key clients and list action steps to manage those relationshipsConsult with clients... 
    Part time
    Work experience placement
    Local area
    Flexible hours

    Voya Financial

    Kansas City, KS
    5 days ago
  •  ...Power team to support clients navigate the complexities...  ...an energy planning lead to take a leading role...  ...with a range of energy advisory projects, including...  ...Primary Responsibilities Manage internal Jacobs teams...  ...Manage client relationships to ensure all expectations... 
    For contractors

    Jacobs

    Kansas City, MO
    1 day ago
  • $141.2k - $278.3k

    Position Summary Lead Solution Architect - AI & Engineering...  .... In this role, you will help clients modernize platforms,...  ...scientists, and delivery leaders to manage priorities, risks, dependencies...  ...needs, offering engineering-led advisory, implementation, and operational... 
    Local area
    Flexible hours

    Deloitte

    Kansas City, MO
    5 days ago
  • $14 - $16 per hour

    A local storage management company in Shawnee, KS is seeking an Assistant Property Manager to oversee store operations and drive business success. The ideal candidate will have at least 2 years of management experience or 3 years of military service. Responsibilities include... 
    Local area

    Dasch Inc dba Pegasus Group

    Olathe, KS
    1 day ago
  • $20 - $23 per hour

     ...Levy Sector Position Title: BOH Lead / Supervisor Pay Range : $20.00 to $23.00 We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1503119 . The advertised program is an AI recruiting... 
    Hourly pay
    Remote work

    Compass Group, North America

    Kansas City, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Manager, Wealth Advisory Lead. Be the first to apply!