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:
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.
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-20261920Equal 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.
Skills Required
- Bachelor's degree in Business, Marketing, Communications, Project Management, or a related field, or equivalent education and experience
- 3-5 years of experience in business development, marketing, project management, event strategy and execution, or a related field
- 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 executive-ready presentations, agendas, reports, and business communications
- Strong relationship-building and collaboration skills with 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
- Ability to take ownership, identify improvement opportunities, and drive initiatives through successful completion
- Unrestricted work authorization without future sponsorship requirement
Fnbo Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.
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Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
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Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
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Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.
Fnbo Insights
What We Do
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
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