Teams at UMB Banks

Serve high-net-worth clients ($3M+), develop and oversee investment strategy and asset allocation, manage discretionary advisory accounts, provide portfolio construction expertise, liaise with clients and external professionals, and lead within the Private Wealth Management team.

Manage and grow a book of institutional asset management clients, serve as escalation point for complex client issues, onboard new clients, drive reporting and meeting cadences, coordinate internal partners, mentor other relationship managers, and support strategic planning while ensuring service levels and operational risk controls.

Lead and develop the Treasury Management Sales Analyst team to drive fee income and deposit growth, manage pipelines and forecasting, enforce risk and compliance, produce performance reporting, coach supervisors, and serve as escalation point while partnering with commercial leadership on revenue and optimization initiatives.