Institutional OCIO Relationship Manager II

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.