Institutional Relationship Manager II

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 98,208 - 144,705Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Systems thinking","Complex problem solving","Attention to detail","High organization","Strong communication"]

Manage a portfolio of institutional client relationships focused on retention and growth within the Asset Management/Private Wealth organization. Serve as the primary point of contact (and escalation) for high-value, complex client needs, ensuring service levels are met, coordinating onboarding and reporting cycles, and partnering across Private Wealth and other business lines. Provide mentorship to relationship managers, proactively identify opportunities to enhance the value proposition, and maintain required documentation and operational risk reporting.

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UMB Financial
UMB Financial
1 month ago

Institutional Relationship Manager II

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Job Summary

Manage a portfolio of institutional client relationships focused on retention and growth within the Asset Management/Private Wealth organization. Serve as the primary point of contact (and escalation) for high-value, complex client needs, ensuring service levels are met, coordinating onboarding and reporting cycles, and partnering across Private Wealth and other business lines. Provide mentorship to relationship managers, proactively identify opportunities to enhance the value proposition, and maintain required documentation and operational risk reporting.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a book of institutional client relationships aimed at retention and expansion.
  • •Serve as escalation point for time-sensitive client inquiries and coordinate internal resources to resolve complex issues.
  • •Own onboarding and legal documentation, including authority resolution updates, for new clients.
  • •Run regular meeting schedules and establish reporting cycles with clients while ensuring agreed service levels are met.
  • •Mentor other relationship managers and proactively identify new ways to enhance UMB’s value proposition; report operational risk irregularities.

Pay and Benefits

Salary: USD 98,208 - 144,705
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetWellness StipendPaid HolidaysAdoption AssistanceEmployee Assistance

Key Requirements

  • •Bachelor’s degree in a relevant field (or equivalent education and experience).
  • •5+ years of applicable experience.
  • •Must have, or be able to obtain, the Series 65 registration within 120 days of employment.
  • •Knowledge of private equity products and legal structures.
  • •Strong understanding of institutional asset management relationship management strategies and concepts.
Experience:5+ yearsAsset managementWealth managementPrivate wealthPrivate equity
Education:Bachelor's
Skills:Systems thinkingComplex problem solvingAttention to detailHigh organizationStrong communication
Licenses:Series 65
Tech Stack:Microsoft Office SuiteWordExcelPowerPointSharePointSalesforce CRMSEIFidelity WealthscapeWorkdayPeopleSoftArcherSkillportHyperion

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn