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
$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...SuggestedFull timeLocal area3 days per week- 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,...SuggestedOngoing contractFull timeWork at office
- ...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...SuggestedFor contractorsWork at officeRemote work
$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...SuggestedSummer holidayFlexible hours- 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
- ...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,...
$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 timeFor contractors2 days per week3 days per week$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- 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...
- 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...
- 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
- ...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 timeWork at officeLocal areaFlexible hoursShift work
- 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...
- 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...
- 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,...
- 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 employmentFull timeWork experience placement2 days per week
- ...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
- ...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
- 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...
$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 officeLocal areaVisa sponsorshipFlexible hoursShift work$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 workLocal area- ...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 timeWork at officeRemote workFlexible hours
- 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,...
$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 payFlexible hours- ...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
$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 timeWork experience placementLocal areaFlexible hours- ...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
$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 areaFlexible hours$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$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 payRemote work
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