Head of Private Wealth Advisory

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:

The Opportunity: 

As the Head of Private Wealth Advisory, you will be the senior leader responsible for the growth, performance, and reputation of FNBO’s most sophisticated client segment. You will lead professionals delivering a team-led approach to serve high-net-worth and ultra-high-net-worth families — typically with $5MM+ in investable assets .  

You will champion an integrated wealth model spanning investment management, fiduciary solutions, advanced planning, private banking, specialty credit, and family governance — ensuring clients receive the full power of the One FNBO platform. 

This leader is a trusted ambassador in the market — welcomed into the rooms where legacy decisions are made. 

What You Will Lead & Deliver 

Strategic & Responsible Growth 

• Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability 

• Lead with a growth mindset, continuously raising standards and driving a high-performance culture 

• Develop and execute comprehensive organic and inorganic client acquisition strategies for HNW/UHNW markets, including prospecting methodologies, referral programs, and strategic partnerships that drive sustainable growth while maintaining our premium service standards and fiduciary responsibilities. 

• Shape and influence segment roadmap based on client and market intelligence 

• Benchmark and optimize advisory capabilities and capacity using insight into UHNW trends and competitive landscape 

Partnerships & Collaboration 

• Develop and execute strategic partnership initiatives across Wealth Management, Retail Banking, Commercial Banking, and other critical FNBO lines of business to identify and capture high-net-worth client opportunities 

• Foster collaborative relationships across all business units to ensure seamless client experiences, leveraging FNBO's full suite of services to meet the comprehensive financial needs of clients and their businesses 

• Lead cross-functional teams and initiatives that align wealth management strategies with enterprise-wide goals, ensuring consistent messaging, service standards, and client relationship management practices across all touchpoints 

Client Experience  

• Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions 

• Protect the franchise by embedding fiduciary and risk governance at every decision point 

• Drive continuous improvement through assessment of market trends, client needs, and competitive landscape, partnering with product and investment teams to ensure our service offerings remain best-in-class and differentiated in the marketplace. 

Talent Leadership & Culture 

• Lead a high-performing advisory team fostering a culture of accountability and leading bold transformation and growth 

• Attract, develop, and retain top talent while ensuring strong succession planning 

• Set clear performance expectations, provide ongoing feedback, and drive a results-oriented culture 

• Champion organizational change initiatives as a visible change advocate, inspiring teams to embrace transformation while maintaining the highest standards of fiduciary care, and fostering a culture of adaptability that positions the organization for sustained success during periods of evolution and growth. 

Market Leadership & Brand Elevation 

• Represent FNBO among the city’s most influential circles — entrepreneurs, executives, and family office decision makers 

• Deepen relationships with key COIs, including attorneys, CPAs, and family governance experts 

• Expand FNBO’s presence as the trusted name in sophisticated wealth solutions 

The Ideal Candidate for This Role:

• 10–15+ years of leadership in private wealth serving HNW/UHNW clients 
• Demonstrated ability to win and retain complex client relationships 
• Bachelor’s degree required; MBA or advanced planning credentials preferred 
• Licenses: FINRA Series 65/66 required  
• Advanced designations desired: CFP®, CFA®, CTFA®, CIMA®, CPA®, CEPA 

Salary Range - $200,000 - $275,000

Work Environment:

Compensation and 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/.

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

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.