, a division of UMB Bank n.a.
As the Institutional OCIO Relationship Manager II, you will serve as the relationship manager within the Investment Management function.
How you’ll spend your time:
- Primarily focused on servicing institutional clients with less complex needs.
- Demonstrate a high level of teamwork with a focus on achieving business unit and team goals.
- Be a positive influence in the group.
- Report operational risk irregularities or concerns.
- Requires travel for in person client engagement activities including meeting with client staff, committees, boards or other client-related community events.
- Manage a book of Institutional client relationships aimed at retention and expansion.
- Continuously focus on improving client satisfaction and engagement with staff and board members.
- Ensure all agreed upon client service levels are met.
- Responsible for new client onboarding, including legal documentation and authority resolution updates.
- Drive regular meeting schedules and establish reporting cycles with clients.
- Partner with other UMB LOBs (Capital Markets/Commercial/Business Banking) to ensure all client service needs and requirements are met.
- Coordinate internal resources within Private Wealth to deliver services and to resolve client issues if they arise.
- Share industry expertise and best practices with clients.
- Coordinate and manage sponsorship requests.
- Deliver reports demonstrating that all standards of care and agreed upon service levels are achieved.
- Keep up to date the pipeline of all new business expansion opportunities across relationships.
- Based on client interactions and input from team associates, proactively identify new ways to enhance UMB’s value proposition in the marketplace.
- Complete all administrative duties as required and on time, including travel and expense reports.
- Assist the Private Wealth Management team in strategic planning activities, as assigned.
- Other duties as assigned.
We’re excited to talk to you if:
- Bachelor’s degree in relevant field or combination of education and experience that provides an equivalent background.
- 3+ years of applicable experience.
- Great communicator with strong interpersonal skills.
- Systems thinking and complex problem solving.
- Ability to work independently, collaborating with others to understand and meet client objectives.
- Demonstrated ability to learn and communicate complex and detailed information.
- Analytical problem solver with the ability to think creatively.
- Organize and prioritize activities to achieve goals.
- Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).
- Proficiency in Salesforce CRM software.
Bonus points if:
- Knowledge of private equity products and legal structures.
- Experience with Institutional products and services within Wealth Management.
- Working knowledge of applicable laws and regulations in wealth and asset management.
- Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
- Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.
Compensation Range:
$57,760.00 - $124,170.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
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