Wealth Business Development Associate II

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.

Summary of the Job:

Support the strategic growth of business development objectives of the Wealth team by driving and coordinating business development initiative, events, marketing programs, customer engagement activities, and strategic projects across Wealth lines of business, including Private Wealth, Advisory, Private Banking, Trust, Investment Management and Financial Planning. This role serves as the key business partner to senior leaders and Wealth Advisors, Trust Advisors, Portfolio Managers, and Private Bankers (collectively, “Advisors”), connecting business priorities with marketing, customer engagement, data, events and cross-functional resources to drive successful execution. The role requires strong project management, communication, organization, and relationship-building skills, with the ability to independently manage multiple priorities and drive initiatives from planning through execution.

About This Role:

Business Development Strategy & Project Management

• Partner with senior leaders and Advisors to develop and execute business development priorities and initiatives across assigned wealth lines of business.
• Manage multiple strategic projects simultaneously, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.
• Plan and facilitate business development meetings and strategic working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation and follow-up.
• Coordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.
• Conduct research and provide dates, insights, recommendations, and resources to support business development strategies and decision-making.
• Identify opportunities to improve business development processes, tools, resources and practices.

Event & Customer Engagements

• Own the planning and execution of customer, prospect, networking, community conference, and business development events from strategy through post-event follow-up.
• Partner with business leaders and Advisors to establish event objectives, target audiences, content direction, and desired customer and business outcomes.
• Manage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, AV, promotional materials, speakers and day-of execution.
• Coordinate client fulfillment including gifts, events, tickets, holiday cards and gifts, and other client communications.
• Develop agendas, briefing materials, communications and other content to support customer and prospect engagement.
• Track participation and evaluate event effectiveness to identify opportunities for future engagement and business development.
• Coordinate employee conferences and initiatives, including gifts, holiday programs and other special events.

Marketing & Brand Partnership

• Serve as the key liaison between Business Development, Wealth Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.
• Coordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.
• Provide business direction and context to marketing partners to ensure initiatives align with business priorities, target audiences, and customer needs.
• Support strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.

Budget, Sponsorship & Resource Management

• Develop maintain and forecast business development budgets for assigned teams and wealth management lines of business.
• Track expenses, commitments, sponsorships, event costs, and budget utilization, providing leaders with visibility into financial performance and future needs.
• Manage sponsorships, memberships, conference participation, renewals, and related business development opportunities.
• Coordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources necessary to support business development activities.
• Evaluation investments and opportunities based on business priorities, audience cost and potential value.

Salesforce, Data & Business Development Operations

• Serve as the key resource for Salesforce and business development tools, processes, reporting and best practices.
• Manage the Wealth internal SharePoint sites, including publishing, updating and formatting content, and reviewing and distributing communications to the Wealth team.
• Support Advisors and business leaders with Salesforce training, data management, reporting and effective system utilization.
• Develop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling and other business development activities.
• Analize internal and external data and research to identify opportunities and inform business development decisions.
• Identify opportunities to improve data quality, reporting and tracking within Salesforce, and related business development tools.

Cross-Functional Leadership & Collaboration

• Build strong relationships with senior leaders, Advisors, Marketing, Brand, Creative, Finance, Procurement, Compliance, Operations, vendors and other internal partners.
• Serve as a central point of coordination between business teams and internal support functions to move initiatives forward efficiently.
• Represent Business Development in cross-functional meetings and working groups and ensure alignment, communication and follow-through.
• Share best practices and resources across teams to promote consistency and operational effectiveness.

Compliance & Risk Management

• Understand and comply with bank policies, laws, regulations and applicable BSA/AML requirements.
• Ensure business development activities, events, sponsorships, marketing materials, and vendor engagements adhere to applicable bank policies and requirements.
• Complete required compliance training and follow established procedures and controls.

The Ideal Candidate for This Role:

• Bachelor’s degree in Business, Marketing, Communications, Project Management, or related field (or an equivalent combination of education and experience).
• Minimum of 3-5 years’ experience in business development, marketing, project management, event strategy and execution, or a related field.
• Demonstrated ability to independently manage complex projects, competing priorities, deadlines, budgets, and multiple stakeholders.
• Strong project management, organization, analytical, and problem-solving skills.
• Strong written and verbal communication skills, including the ability to develop executive-ready presentations, agendas, reports and business communications.
• Strong relationship-building and collaboration skills, with the ability to effectively work with and influence senior leaders and cross-functional teams.
• Experience with Salesforce, CRM platforms, data analysis, or business development tools.
• Experience managing budgets, vendors, procurement, sponsorships, and external business partners.
• Strong Microsoft Office skills, including PowerPoint, Excel, Word and Outlook.
• Demonstrated ability to take ownership, identify opportunities for improvement, and drive initiatives through successful completion.

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-20261920

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.

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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.