Be part of something more.
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
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 opportunity . UMBers are known for having multiple careers here and having their voices heard.
As one of UMB’s leading lines of business, the Family Office team is made up of several different areas leading families regarding Investment Management, Financial Planning, Estate and Trust Planning, and Private Banking. As financial lifestyles evolve, and enter into different stages of the wealth cycle, clients have a guiding partner from financial advising and wealth building strategies to help legacy preservation. Through time tested and results oriented solutions, we help clients solve for a wide variety of financial needs to ensure current and future success.
Working as the Relationship Manager, you will be focus your business development efforts which serves families with $25 million or more in investable assets and/or $50 million or more in total net worth. You will be responsible for identifying opportunities in the ultra high net worth market segment through direct prospecting, development of centers of influence (both internal and external) as referral sources and development of networks with other key influencers resulting in new client relationships. You will lead a client delivery team to deliver investment services to our most highly complex and high value clients.
Working for UMB is about collaborative spirit with internal stakeholders, entrepreneurial pride, encouraging creativity, rewarding success, having fun winning business, community involvement, and working directly with the decision makers.
How you’ll spend your time:
You will lead manage and influence a high performing client delivery team, manage high profile client relationships and drive revenue by sourcing and closing new business.
You will build and maintain customer relationships, anticipate client needs, lead a proactive, high touch communication plan for all clients, and provide wealth management subject matter expertise representing UMB Family Wealth in the market place.
We’re excited to talk with you if:
If you have 10+ years of experience in wealth management for high net worth and ultra high net worth clients.
If you have series 65 or 66 licenses, strong knowledge on wealth management issues pertaining to ultra high net worth families, and high level of expertise in investment strategies utilized by UHNW clients.
Bonus points, if you have and MBA, CFA, or CFP.
The pay range for a candidate selected for this position who is based in Colorado is typically $125,000 to $232,200 annually. The selected candidate’s actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.
UMB offers competitive and varied benefits to its associates including 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.
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 [email protected] or call 816-860-7972 to let us know the nature of your request.
Who we are
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at...
Apply For This JobAbout ARSIEM Corporation At ARSIEM Corporation we are committed to fostering a proven and trusted partnership with our government clients....
Apply For This JobD.R. Horton, Inc., the largest homebuilder in the U.S.,was founded in 1978 and is a publicly traded company on the...
Apply For This Jobbr{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> We are looking for an Executive Assistant to perform a variety of administrative tasks and...
Apply For This JobWe have a supportive, fun, and rewarding environment and our goal is to help people create memories that last a...
Apply For This JobThe Role: The MF 3D INTERN will be a specialist on a partnered project between Design for Sustainability, 3D Design...
Apply For This Job