Sr. Manager, Client Relationship Associates

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

The Client Relationship Associate Manager (CRAM) is a newly established leadership role within FNBOs Advisory Services division of Wealth Management. This position provides dedicated people leadership for the Client Relationship Associate (CRA) team ensuring a consistent high-quality client experience across the program while enabling Regional Sales Managers to focus exclusively on Advisor growth and productivity. The CRAM reports directly to the Advisory Services Program Director.

About This Role:

Team Leadership & People Management

• Directly manage a team of approximately 25 Client Relationship Associates across the Advisory Services program.
• Serve as the primary point of escalation support and accountability for all CRA team members.
• Conduct regular one-on-ones team meetings and formal performance reviews.
• Foster a collaborative high-performance team culture aligned with FNBOs values and service standards.
• Model and reinforce compliance with bank policy laws FINRA regulations and the banks BSA/AML Program.

Talent Acquisition & Development

• Lead end-to-end hiring for CRA roles partnering with HR and Advisory Services leadership.
• Design and implement structured onboarding programs to accelerate new hire productivity.
• Identify skill gaps and develop targeted training coaching and development plans.
• Build clear career development pathways to support CRA retention and long-term growth.
• Support CRAs in obtaining and maintaining required FINRA registrations and state insurance licenses.

Service Consistency & Client Experience

• Establish and maintain standardized CRA workflows service standards and best practices across the program.
• Monitor client experience quality identify trends and implement improvements proactively.
• Partner with Advisors and Regional Sales Managers to ensure seamless consistent client service delivery.
• Serve as the subject matter expert on CRA processes tools client interaction standards and regulatory requirements.
• Oversee quality and accuracy of CRA transaction execution documentation and account administration practices.

Cross-Functional Collaboration

• Collaborate with Regional Sales Managers to align CRA support with Advisor needs and priorities.
• Partner with the Advisory Services Program Director on strategic workforce planning and team scaling.
• Coordinate with Compliance Operations and Technology teams to ensure CRA adherence to regulatory and operational standards.
• Contribute to program-level initiatives including technology adoption and process improvement.

Reporting & Analytics

• Track and report on CRA team performance metrics capacity and service quality.
• Provide regular updates to the Advisory Services Program Director on team health hiring pipeline and development progress.
• Use data and insights to inform staffing and resource decisions as the program scales.

The Ideal Candidate for This Role:

Required

• Bachelors degree in Business Administration a related field or equivalent experience.
• 5 years of experience in wealth management financial services or a related client-facing role.
• 2 years of people management or team leadership experience.
• Demonstrated ability to build develop and retain high-performing teams.
• Strong understanding of wealth management operations investment solutions and client relationship management.
• FINRA Series 7 and Series 66 (or Series 7 63 & 65) registrations active and in good standing.
• State Life Accident & Health and Variable Contract insurance licenses active and in good standing.
• Working knowledge of FINRA regulations BSA/AML requirements and applicable bank policies.
• Excellent interpersonal communication and organizational skills.
• Ability to deliver clear articulate and concise messages both verbally and in writing.
• Strong analytical thinking with the ability to identify problems evaluate solutions and drive process improvement.

Preferred

• Experience managing distributed or matrixed teams.
• Familiarity with CRM platforms and wealth management technology tools.
• Certifications such as AWMA CRPC FPQP CFP or active progress toward accreditation.
• Prior experience in a program or operations management capacity within wealth management.
• Experience supporting financial planning processes including data collection and client review workflows.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $83355.00-$141704.00

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 onsite at the posted location. Our onsite environment fosters innovation mentorship and a vibrant culture where ideas flow freely and relationships flourish. As part of our team youll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. 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: 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.

Job number: R-

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 selvesno 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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Click here to download EEO is The Law Supplement for Federal Contractors

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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.