Institutional Relationship Manager II

UMB is hiring an Institutional Relationship Manager II for its Kansas City MO team in a full-time role dedicated to strengthening institutional partnerships and supporting long-term client success.

About This Position

The Institutional Relationship Manager II at UMB sits at the center of client engagement efforts in Kansas City MO, connecting institutional stakeholders with tailored strategies that deepen loyalty and uncover new opportunities. This full-time position balances hands-on relationship stewardship with collaborative planning so that both clients and internal teams achieve clear, measurable outcomes. UMB careers that emphasize partnership and accountability often begin with roles like this one, offering professionals a chance to shape lasting institutional ties while working on-site in Kansas City MO.

Day-to-Day Responsibilities

• Build and nurture productive working relationships with existing institutional clients through regular check-ins, needs assessments, and proactive outreach.
• Identify potential growth areas within client portfolios and coordinate internal resources to present relevant options.
• Prepare concise status reports and relationship summaries that keep leadership and colleagues informed of progress.
• Host or join client meetings, whether virtual or in the Kansas City MO area, to discuss goals, address questions, and reinforce service commitments.
• Partner with product, operations, and support colleagues to resolve issues quickly and ensure consistent delivery of solutions.
• Monitor industry and market developments that could affect client objectives and share timely insights with key contacts.
• Maintain accurate records of interactions, proposals, and action items so every follow-up remains organized and timely.

What We're Looking For

• Proven track record managing institutional or multi-stakeholder relationships, preferably in a mid-level capacity.
• Excellent verbal and written communication abilities that convey complex topics clearly and persuasively.
• Strong organizational and prioritization skills suited to juggling multiple concurrent client priorities.
• Comfort analyzing client data and recommending logical next steps based on observed needs.
• Collaborative mindset that thrives in team-based environments while still owning individual results.
• Demonstrated professionalism, reliability, and attention to compliance standards expected of an Institutional Relationship Manager II.
• Bachelor’s degree in a business-related field or equivalent practical experience that supports advanced relationship work.

More About UMB

UMB is hiring for this role and offers a supportive team environment where relationship professionals can grow their careers.

Applying for This Role

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