Head of Private Wealth Advisory

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. 

• 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 

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.

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