Investment Strategist Sr

Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Institutional relationship manager within the Asset Management function Role Specific Job Duties: • Primarily focused on servicing high-value clients and/or clients with complex needs • Senior mentor for other relationship managers on the team; regularly providing guidance and feedback on best practices and opportunities for Private Wealth products and services • Point of escalation within the team for resolving time sensitive client inquiries • Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects • 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 Function Specific Job Duties: • 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 identity 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 Requirements MINIMUM: • Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background • 5+ years of applicable experience - Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment PREFERRED: • Knowledge of private equity products and legal structures MINIMUM: Job 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 • Proficiency in improving processes to drive service excellence, and working with others to drive continuous improvement • Able to balance a client experience mindset when managing and controlling business risks Technical Skills: • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint) • Strong proficiency in Salesforce CRM software • Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape PREFERRED: Job Skills: • 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 Technical Skills: • Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion • Smart, intellectual, and business savvy • Driven to succeed; passionate • Trustworthy • Consistent high performer • Adaptable and able to adjust to many different personalities • Surrounded always by other high performers • Very hard worker • Resourceful; overcome obstacles • Effective leader, even without authority • Down-to-earth, well-grounded, self-aware, humble Work Environment • Type: Office Centric (60% In Office) • Location: Downtown, Kansas City or Leawood, KS Supervision/Management: None. Compensation Ranges: US Employees in California, Washington DC, New Jersey, and New York: $83,810 - $131,550 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $76,520 - $120,210 US Employees in all other states not listed above: $69,230 - $109,120 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #LI-CH1