{"id":3545699,"url":"https://alion.io/job/fnbo-wealth-business-development-associate-ii","title":"Wealth Business Development Associate II","company":{"id":1791563,"name":"FNBO","domain":"fnbo.com","url":"https://alion.io/company/fnbo-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":91,"open_postings":8,"ghost_share":0,"stale_share":0.375,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Management","role_family":"Management","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Omaha, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":63288,"max":104425,"currency":"USD","period":"year","gross":null,"usd_annual":104425},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false},{"name":"SharePoint","optional":false}],"status":"live","first_seen_at":"2026-10-30T20:40:52Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-03T09:51:27Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"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.\nSummary of the Job:\nSupport 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:\nBusiness Development Strategy & Project Management\nPartner with senior leaders and Advisors to develop and execute business development priorities and initiatives across assigned wealth lines of business.\nManage multiple strategic projects simultaneously, coordinating stakeholders, timelines, deliverables, and follow-through from planning through completion.\nPlan and facilitate business development meetings and strategic working sessions, including scheduling, agenda development, meeting preparation, facilitation, documentation and follow-up.\nCoordinate cross-functional meetings and initiatives to align teams on priorities, projects, events, and business development opportunities.\nConduct research and provide dates, insights, recommendations, and resources to support business development strategies and decision-making.\nIdentify opportunities to improve business development processes, tools, resources and practices.\nEvent & Customer Engagements\nOwn the planning and execution of customer, prospect, networking, community conference, and business development events from strategy through post-event follow-up.\nPartner with business leaders and Advisors to establish event objectives, target audiences, content direction, and desired customer and business outcomes.\nManage event logistics, including venues, vendors, invitations, registration, attendee communications, hospitality, AV, promotional materials, speakers and day-of execution.\nCoordinate client fulfillment including gifts, events, tickets, holiday cards and gifts, and other client communications.\nDevelop agendas, briefing materials, communications and other content to support customer and prospect engagement.\nTrack participation and evaluate event effectiveness to identify opportunities for future engagement and business development.\nCoordinate employee conferences and initiatives, including gifts, holiday programs and other special events.\nMarketing & Brand Partnership\nServe as the key liaison between Business Development, Wealth Marketing, Enterprise Marketing, Brand, Creative, and other internal partners.\nCoordinate the development of marketing materials, presentations, event communications, digital content, sponsorship assets, and other customer-facing resources.\nProvide business direction and context to marketing partners to ensure initiatives align with business priorities, target audiences, and customer needs.\nSupport strategic marketing and brand initiatives that strengthen customer relationships, increase awareness, and support business development objectives.\nBudget, Sponsorship & Resource Management\nDevelop maintain and forecast business development budgets for assigned teams and wealth management lines of business.\nTrack expenses, commitments, sponsorships, event costs, and budget utilization, providing leaders with visibility into financial performance and future needs.\nManage sponsorships, memberships, conference participation, renewals, and related business development opportunities.\nCoordinate procurement, vendors, contracts, purchasing, promotional materials, and other resources necessary to support business development activities.\nEvaluation investments and opportunities based on business priorities, audience cost and potential value.\nSalesforce, Data & Business Development Operations\nServe as the key resource for Salesforce and business development tools, processes, reporting and best practices.\nManage the Wealth internal SharePoint sites, including publishing, updating and formatting content, and reviewing and distributing communications to the Wealth team.\nSupport Advisors and business leaders with Salesforce training, data management, reporting and effective system utilization.\nDevelop and distribute reports and insights related to pipeline, referrals, prospecting, cross-selling and other business development activities.\nAnalize internal and external data and research to identify opportunities and inform business development decisions.\nIdentify opportunities to improve data quality, reporting and tracking within Salesforce, and related business development tools.\nCross-Functional Leadership & Collaboration\nBuild strong relationships with senior leaders, Advisors, Marketing, Brand, Creative, Finance, Procurement, Compliance, Operations, vendors and other internal partners.\nServe as a central point of coordination between business teams and internal support functions to move initiatives forward efficiently.\nRepresent Business Development in cross-functional meetings and working groups and ensure alignment, communication and follow-through.\nShare best practices and resources across teams to promote consistency and operational effectiveness.\nCompliance & Risk Management\nUnderstand and comply with bank policies, laws, regulations and applicable BSA/AML requirements.\nEnsure business development activities, events, sponsorships, marketing materials, and vendor engagements adhere to applicable bank policies and requirements.\nComplete required compliance training and follow established procedures and controls.\nThe Ideal Candidate for This Role:\nBachelor’s degree in Business, Marketing, Communications, Project Management, or related field (or an equivalent combination of education and experience).\nMinimum of 3-5 years’ experience in business development, marketing, project management, event strategy and execution, or a related field.\nDemonstrated ability to independently manage complex projects, competing priorities, deadlines, budgets, and multiple stakeholders.\nStrong project management, organization, analytical, and problem-solving skills.\nStrong written and verbal communication skills, including the ability to develop executive-ready presentations, agendas, reports and business communications.\nStrong relationship-building and collaboration skills, with the ability to effectively work with and influence senior leaders and cross-functional teams.\nExperience with Salesforce, CRM platforms, data analysis, or business development tools.\nExperience managing budgets, vendors, procurement, sponsorships, and external business partners.\nStrong Microsoft Office skills, including PowerPoint, Excel, Word and Outlook.\nDemonstrated ability to take ownership, identify opportunities for improvement, and drive initiatives through successful completion.\nCandidates must possess unrestricted work authorization and not require future sponsorship.Compensation:\nCompensation range (base pay): $63,288.00-$104,425.00This role may have a specific starting pay within this range.\nFinal compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.\nWork Environment:\nIt 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:\nWe 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:\nMedical, Dental, Vision Insurance\n\n401k, With Matching Contributions\n\nTime Off Programs\n\nHealth Savings Account (HSA)/Dependent Care\n\nEmployee Banking\n\nGrowth Opportunities\n\nTuition Assistance\n\nShort-Term/Long-Term Disability Insurance\n\nLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.\nFor additional information regarding compensation and benefits, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.\nJob number: R-20261920Equal Opportunity & Belonging:\nFNBO 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.\nLearn more here.\nFNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.\nClick here to download 'EEO is The Law' Self-Print Poster\nClick here to download 'EEO is The Law' Supplement for Federal Contractors\nClick here to download 'EEO is The Law' GINA Supplement\nFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC\nFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)\nApplication Deadline:\nAll our jobs will be posted for a minimum of 5 calendar days. 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