New

Associate II, Investments & Planning

First National Bank of Omaha
vision insurance, tuition assistance, 401(k)
United States, Nebraska, Omaha
Jul 29, 2026
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: The Associate II, Investments & Planning provides operational, analytical, project management, and risk support to the First Investments & Planning program within Wealth Management. This role serves as a key contributor to program efficiency, risk management, and cross-functional coordination. The ideal candidate brings foundational investment services experience and demonstrates strong organizational discipline, attention to detail, and the ability to manage competing priorities in a regulated, deadline-driven environment. This role is designed to flex across multiple domains as program needs evolve. About This Role: Reporting & Analytics Partner with Program Manager and Regional Sales Manager on creating and maintaining effective and actionable business unit reporting. Produce and distribute recurring performance and operational reports (weekly/monthly/quarterly cadence). Support dashboard development and ad hoc analysis requests from leadership. Support ongoing reporting needs of the OSJ to facilitate effective Risk Management objectives. New Associate Onboarding Coordinate logistics for First Investments & Planning employees onboarding to include system access, training schedules and materials. Serve as a point of contact for onboarding questions and escalate unresolved issues appropriately. Maintain and update onboarding documentation to reflect current processes and program requirements. Track onboarding completion milestones and flag gaps to the RSM and Program Manager. Support Program Initiatives Assist in the planning and execution of strategic program initiatives, including scoping, tracking, and status reporting. Follow up with key stakeholders to ensure timely and effective completion. Maintain project trackers and ensure action items are documented and followed up on. Identify operational inefficiencies and surface recommendations for process improvement. Cross-Functional Collaboration Support change management initiatives across the business unit. Collaborate on workflow optimization projects and problem-solving initiatives. Identify and escalate cross-functional blockers to the Program Manager with proposed resolution paths. OSJ Branch Audit & Marketing Review Support Assist in the preparation and coordination of OSJ branch audits. Ensure pre-audit checklists and materials are complete and submitted on schedule. Coordinate review and approval of marketing materials through compliance workflows. Coordination of Conference Planning & Execution Organize and create materials, agendas, and logistics documentation to support regional and program wide conferences. Maintain event timelines and ensure all stakeholders meet key deadlines. Technology Support & Coordination Act as the primary escalation point for technology issues impacting the Investments & Planning team. Submit and track ServiceNow tickets for program technology updates. Communicate status updates to affected team members and escalate unresolved issues appropriately. Support and coordinate testing across the program and division, as needed, for technology updates and enhancements. Key Skills Data Analysis, Report Generation, Excel/BI Tools Project Tracking, Deadline Management, Multi-Tasking Understanding of Compliance/Regulatory environment Strong Technology Aptitude Accuracy and rigor in documentation and reporting The Ideal Candidate for This Role: Required: Bachelor's degree in finance, Business, related field, or equivalent work experience 3+ years of Broker Dealer or RIA experience Strong analytical, oral and written communication skills Proficiency with Microsoft Office Suite. Demonstrated ability to create and analyze business unit reporting with accuracy and timeliness. Self-directed with a demonstrated ability to identify problems and drive solutions Demonstrate strong collaboration skills with internal and external partners to complete assigned business unit priorities. Effectively demonstrate professional judgement and ethical decision-making in a regulated environment. Proven ability to multi-task while adhering to multiple timetables of completion. Desired: FINRA S7, S66, & S24 (or S9/10) - or willingness to obtain. Strong understanding of brokerage, advisory and insurance products, and accounts. Familiarity with FINRA regulations and OSJ audit processes Candidates must possess unrestricted work authorization and not require future sponsorship. 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 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, you'll 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: https://www.fnbo.com/careers/benefits/. For additional information regarding compensation and benefits, 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. Job number: R-20261299 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. 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.