27 Berkshire Hathaway jobs in Omaha

• Develop, implement, and maintain robust risk assessment frameworks and models for various types of risks, including credit, market, operational, and insurance risks.
• Conduct comprehensive analyses of financial data to identify potential risk exposures and trends.
• Monitor and evaluate the effectiveness of existing risk management strategies and controls.
• Prepare detailed risk reports and presentations for senior management, the board of directors, and regulatory bodies.
• Collaborate with business units to ensure risk management principles are integrated into strategic planning and decision-making processes.
• Stay abreast of evolving regulatory requirements (e.g., Solvency II, NAIC guidelines) and ensure compliance.
• Develop and implement stress testing scenarios and business continuity plans.
• Identify emerging risks and recommend proactive mitigation strategies.
• Utilize advanced analytical tools and techniques to quantify risk and potential impact.
• Mentor junior analysts and contribute to the development of the risk management team.

• Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
• 7+ years of progressive experience in risk management, preferably within the insurance or financial services industry.
• Strong understanding of risk management principles, financial modeling, and statistical analysis techniques.
• Proficiency in data analysis tools and programming languages such as Python, R, SQL, or SAS.
• Familiarity with regulatory requirements relevant to the insurance industry.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
• Proven ability to work independently and manage multiple projects simultaneously in a remote setting.
• Relevant certifications such as FRM, PRM, or CFA are a plus.

Our client, a prestigious wealth management firm specializing in comprehensive family office solutions for multi-generational families, is experiencing significant growth and seeking a dedicated Client Relations Associate to enhance their client service capabilities. You will become part of an intimate team of seven professionals within a collaborative culture that prioritizes integrity, transparency, and superior client experiences. This represents an outstanding opportunity for individuals seeking to establish or advance their career in financial services and wealth management.

Client Relationship Development

• Maintain and update CRM systems with accurate client information
• Act as the main contact point for client communications through phone, email, and face-to-face meetings
• Support client appreciation events and relationship-building activities
• Coordinate client appointments and oversee daily client interactions
• Manage frequent client drop-ins with professionalism and efficiency

Transaction & Operational Support

• Maintain accurate client records and documentation
• Monitor account activity and proactively identify potential issues
• Streamline operational processes to improve efficiency
• Process new account openings, deposits, withdrawals, transfers, and trade orders
• Prepare account reviews and client reporting materials

Administrative & Compliance Support

• Support general office operations and team collaboration
• Complete required compliance training and certifications
• Maintain confidentiality of sensitive client information
• Ensure adherence to industry regulations and compliance standards

Join a well-established wealth management firm specializing in family office services for multi-generational clients. This growing firm has reached capacity and is seeking a Client Relations professional to support their expanding client base. You'll be joining a tight-knit team of 7 professionals in a collaborative environment that values integrity, transparency, and exceptional client service. This is an excellent opportunity for someone looking to build a career in financial services, whether you're new to the industry or looking to grow your expertise in wealth management.

Client Relationship Management

• Serve as primary point of contact for client inquiries via phone, email, and in-person visits
• Coordinate client appointments and manage day-to-day client interactions
• Handle frequent client drop-ins with professionalism and efficiency
• Maintain and update CRM systems with accurate client information
• Support client appreciation events and relationship-building activities

Operations & Transaction Support

• Process new account openings, deposits, withdrawals, transfers, and trade orders
• Monitor account activity and proactively identify potential issues
• Prepare account reviews and client reporting materials
• Maintain accurate client records and documentation
• Streamline operational processes to improve efficiency

Compliance & Administrative Support

• Ensure adherence to industry regulations and compliance standards
• Maintain confidentiality of sensitive client information
• Complete required compliance training and certifications
• Support general office operations and team collaboration

Essential Qualities

• Demonstrated trustworthiness and integrity
• Strong willingness to learn and adapt in a dynamic environment
• Open-minded approach to feedback and continuous improvement
• Positive, professional demeanor with excellent interpersonal skills

Skills & Experience

• Excellent verbal and written communication abilities
• Proficiency in Microsoft Office Suite (Word, Excel)
• Strong organizational skills with ability to multitask effectively
• Exceptional attention to detail and accuracy
• Customer service experience preferred but not required
• Interest in financial services (prior industry experience not necessary)

Licensing & Location

• Must be willing to obtain FINRA licenses (Series 7, 66) and insurance licenses within 3 months (company-sponsored)
• Must be able to work full-time in the Omaha, Nebraska office (40 hours/week, 8am-5pm)
• This position is 100% on-site with no remote work options

Compensation: $60,000 - $100,000 annual base salary

Comprehensive Benefits Package:

• 401(k) retirement plan
• Health insurance (employer-paid)
• Disability insurance (employer-paid)
• Life insurance (employer-paid)
• Vision and dental coverage
• Professional development and licensing support
• Opportunity for career growth within the financial services industry

Join a well-established wealth management firm specializing in family office services for multi-generational clients. This growing firm has reached capacity and is seeking a Client Relations professional to support their expanding client base. You'll be joining a tight-knit team of seven professionals in a collaborative environment that values integrity, transparency, and exceptional client service. This is an excellent opportunity for someone looking to build a career in financial services, whether you're new to the industry or looking to grow your expertise in wealth management.

Client Relationship Management

• Serve as primary point of contact for client inquiries via phone, email, and in-person visits
• Coordinate client appointments and manage day-to-day client interactions
• Handle frequent client drop-ins with professionalism and efficiency
• Maintain and update CRM systems with accurate client information
• Support client appreciation events and relationship-building activities

Operations & Transaction Support

• Process new account openings, deposits, withdrawals, transfers, and trade orders
• Monitor account activity and proactively identify potential issues
• Prepare account reviews and client reporting materials
• Maintain accurate client records and documentation
• Streamline operational processes to improve efficiency

Compliance & Administrative Support

• Ensure adherence to industry regulations and compliance standards
• Maintain confidentiality of sensitive client information
• Complete required compliance training and certifications
• Support general office operations and team collaboration

• Lead the annual budgeting process and quarterly forecasting activities.
• Develop and maintain complex financial models to support strategic planning, investment analysis, and scenario planning.
• Analyze financial results, identifying key performance drivers, trends, and variances against budget and forecast.
• Prepare monthly, quarterly, and annual financial reports and presentations for senior leadership.
• Conduct ad-hoc financial analysis to support various business initiatives and decision-making.
• Monitor key financial metrics and KPIs, providing insights and recommendations for improvement.
• Collaborate with various departments to gather financial data and ensure accuracy of reporting.
• Assist in the preparation of board materials and investor relations communications.
• Identify opportunities for process improvements within the finance function.
• Ensure compliance with accounting policies and financial regulations.
• Provide financial support and analysis for new business ventures and acquisitions.
• Support the month-end and year-end close processes as needed.
• Mentor and guide junior analysts on the team.
• Stay informed about industry trends and best practices in financial analysis.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFA or CPA designation is highly preferred.
• 5+ years of progressive experience in financial analysis, corporate finance, or a related role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling.
• Experience with financial planning and analysis (FP&A) software (e.g., Hyperion, Anaplan) is a strong asset.
• Solid understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong written and verbal communication skills, with the ability to present complex financial data effectively.
• Ability to work independently and manage multiple priorities in a deadline-driven environment.
• High level of accuracy and attention to detail.
• Experience in a hybrid work environment is beneficial.

• Develop and maintain sophisticated financial models for forecasting, budgeting, and valuation.
• Analyze financial performance, identify trends, and provide actionable insights.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Conduct variance analysis, explain deviations from plan, and recommend corrective actions.
• Support the annual budgeting process and long-term strategic planning.
• Monitor key financial metrics and KPIs, ensuring alignment with business objectives.
• Collaborate with cross-functional teams to gather financial data and insights.
• Assist in ad-hoc financial projects and analysis as required.
• Ensure compliance with financial policies and procedures.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in financial analysis, corporate finance, or FP&A.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and macros.
• Experience with financial modeling and data visualization tools.
• Strong understanding of accounting principles and financial statements.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and manage multiple priorities in a remote setting.
• CPA or CFA designation is a plus.