FNBO · 1 month ago
Vice President, Wealth and Investments
Fort Collins, CO
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $275K/yr
10+ years expFNBO is a legacy-driven financial institution committed to serving successful individuals, families, and business owners. As the Head of Private Wealth Advisory, you will lead the growth and performance of FNBO’s sophisticated client segment, ensuring a high-touch experience for high-net-worth families.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
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
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
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
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
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
Qualification
Required
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
Licenses: FINRA Series 65/66 required
Candidates must possess unrestricted work authorization and not require future sponsorship
Preferred
MBA or advanced planning credentials preferred
Advanced designations desired: CFP®, CFA®, CTFA®, CIMA®, CPA®, CEPA
Benefits
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
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
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