Institutional Relationship Manager Sr

Every step of the UMB Institutional Investment Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division’s outlook for the upcoming cycle, in the manner best suited to the clients’ goals and objectives.

Collaborate with the firm's Portfolio Construction Desk (PCD) to open investment advisory accounts for IIM clients and manage their investment strategy on a discretionary basis. Work with advisory teams to migrate existing portfolios to PCD through active rebalancing and tax aware strategies.

Coordinate team to analyze portfolios and develop advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters provided via Request for Proposal (RFP) opportunities.

Serve as primary relationship manager. Lead the discussion around investment strategy options and performance. Articulate firm messaging about key macro-economic and market factors. Participate in and lead sales presentations. Collaborate with Client Service Specialist to ensure that administrative tasks are processed in an accurate and timely manner.

Develop and oversee investment functions, including policies, procedures, reporting, Regulation 9 review and performance metrics, utilizing firm-approved resources. This includes the deployment of firm approved asset allocation models and the implementation of strategy.

Make asset allocation recommendations based on custom Investment Policy Statement provided by client and set up portfolios in collaboration with PCD. Critically examine current portfolio and provide rebalance instructions to PCD.

Review and develop recommendations for appropriate benchmarks for the current asset allocation. Provide initial and ongoing review of client IPS.

• 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 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.

MINIMUM:
Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background 3+ years of applicable experience

PREFERRED:
Knowledge of private equity…