Family Office Relationship Manager, UMB Financial Corporation, Kansas City

UMB Financial Corporation is hiring a Family Office Relationship Manager (FORM) to serve as the primary contact for its most sophisticated ultra-high-net-worth clients, delivering holistic financial planning, investment management and trust management while coordinating internal and external advisor teams. Responsibilities span portfolio monitoring, client-engagement strategy, trust/estate administration and compliance. Suits a senior private-wealth/trust professional with 10+ years' experience or an advanced degree plus credentials (CTFA, CFP, CPA or JD).

The Family Office Relationship Manager (FORM) is the primary contact for a portfolio of the most sophisticated and highest-net-worth clients, delivering holistic financial planning, investment management and trust management services while coordinating internal and external advisor teams.

Core responsibilities:
• Serve as primary relationship contact for UHNW clients and families
• Deliver holistic financial planning, investment management and trust management
• Monitor portfolios and shape client-engagement strategy
• Oversee trust and estate administration
• Maintain compliance documentation

Requirements:
• Master's degree in Finance, Accounting or a related field plus professional credentials (CTFA, CFP, CPA or JD), OR 10+ years in family office, high-net-worth management or trust department roles
• Expertise in financial planning, investment products, trust/estate management and financial-industry regulations

Benefits highlighted:
• wellness program
• parental leave
• adoption assistance
• pet healthcare coverage
• tuition reimbursement
• 16 hours annual volunteer time off
• a diversity-focused culture