UMB
Institutional Relationship Manager II
Kansas City MO · Mid
Sponsorship not specified$84k-$132kDetected 5 days ago
SalesforceCRMExcelHRISCommunicationProblem SolvingAdaptabilityOrganizational SkillsMicrosoft OfficeSharePoint
About the role
- You're more than a means to an end-a way to help us meet the bottom line.
- We want you to do the right thing, no matter what.
- UMBers are known for having multiple careers here and having their voices heard.
Responsibilities
- You'll be valued for exactly who you are and encouraged to support causes you care about.
Requirements
- 5+ years of applicable experience
- Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
- Share industry expertise and best practices with clients
- Complete all administrative duties as required and on time, including travel and expense reports
Skills
- Systems thinking and complex problem solving
- Attention to detail, yet ability to grasp big picture
- Highly organized and can effectively multi-task
- Great communicator with strong interpersonal skills
- Exceptional written communication and presentation skills
- Understanding of institutional asset management relationship management strategies and concepts
- Able to balance a client experience mindset when managing and controlling business risks
- Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
- Strong proficiency in Salesforce CRM software
- Demonstrated experience with a wide range of Institutional products and services within Wealth Management
- Working knowledge of applicable laws and regulations in wealth and asset management
- Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
Compensation
- Compensation Ranges:
Benefits
- Please see the description of benefits included with this job posting for additional information.
- Benefit offerings and eligibility requirements vary.
Company info
- Are you ready to be part of something more?
Equal opportunity
- If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
Visa & Work Authorization
- Coordinate and manage sponsorship requests
This listing is sourced directly from UMB's careers page and normalized into a canonical job model.