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The Service Portfolio Architect partners with the Director, Technology Architecture, Design & Delivery; Design & Delivery Engineers; Technology Operations; Service Delivery Managers; Cybersecurity; project delivery teams; vendors; and Managed Services Partners to ensure services are designed, delivered, transitioned, and continuously improved in a supportable and sustainable manner. Provide service ownership, lifecycle stewardship, architecture alignment, and operational-readiness leadership for assigned technology service portfolios so IO&A can deliver enterprise services that are secure, resilient, scalable, supportable, and aligned with business and technology strategy.

YEAR

The Colony Group, LLC

Service Portfolio Architect

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GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bank

Commercial Relationship Manager

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Qualifications & Skills: Knowledge of the Employee Benefits industry, and PBM specifically Excellent research skills Ability to read, analyze and interpret industry policies and contract documents, as well as proposals and other documentation and correspondence Ability to respond efficiently and accurately to common inquiries or complaints from customers or carrier Ability to effectively present information to insured clients and their respective carriers Excellent oral and written communication skills and command of the English language Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division to required tasks High degree of initiative, diligence, attention to detail, critical thinking, organizational and decision making skills Ability to define problems, collect and analyze data, establish facts, and draw valid conclusions Ability to function independently with minimal supervision Ability to prioritize multiple projects and meet objectives and deadlines established by supervisor and clients, often with short turnaround times Ability to maintain positive and beneficial relationships with department staff, numerous internal departments, external customers, agents, and subscribers Proficient in MS Excel, Word, Outlook, and PowerPoint Professional telephone skills and e-mail etiquette Ability to follow company confidentiality requirements as well as with HIPAA and other applicable government regulations Travel: Ability to travel up to 10% of the time, with occasional overnight trips. Position Overview: NFP Rx Solutions - the pharmacy benefit consulting arm of NFP - is one of the largest full-service pharmacy benefit consulting practices in the U.S. We deliver customized Rx solutions to self-funded employers, health plans, and coalition clients, combining contract negotiation, clinical expertise, and advanced analytics to meaningfully reduce pharmacy spend and improve member outcomes.

Aon Plc

Consultant, Pharmacy Benefits

The Senior AI and Emerging Tech Engagement Manager is a senior advisor and delivery leader who partners directly with business owners and enterprise leaders to shape and execute high‑impact AI, emerging technology, and analytics initiatives. Key Responsibilities: Partner with business owners and enterprise leaders to define desired business outcomes and shape AI, emerging technology, and analytics solutions that directly support those outcomes.

Edward D Jones & Co LP

Senior Manager - Engagement Management Consultant

The Chief Administration Officer leads the resolution of complex business, control, service, and partner issues that may affect trust quality, regulatory readiness, operational resilience, or client experience, and sponsors improvements that strengthen documentation, process scalability, governance evidence, and cross-functional coordination. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

Director, Trust Management CAO

Team Overview: The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

Senior Tax Strategist - High Net Worth

The Practice Acquisition Manager partners closely with practice owners, Market Managers, Legal, Finance, Practice Integration, and other key stakeholders to develop transaction structures that align advisor objectives with the firm's growth strategy. This role serves as the transaction lead for assigned acquisition opportunities, driving deal structuring, negotiations, due diligence, stakeholder alignment, and execution activities across the acquisition lifecycle.

Practice Acquisition Manager

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Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Stifel

Vice President, Commercial Real Estate

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Responsible for developing and managing profitable relationships with state and local government, Utility Systems, Public Healthcare, Non-Profits, and Public & Private HigherEd within an assigned territory. Responsibilities include: Deepen existing relationships by uncovering opportunities and collaborating with Corporate Trust, Wealth and Treasury Management.

Simmons Bank

Government & Institutional Banking Relationship Manager

You will partner closely with Practice Management leaders, field leaders, business stakeholders, and Enterprise Learning teams to identify capability gaps, align learning initiatives to business objectives, and drive the adoption of new skills, behaviors, and ways of working across the field. This role combines strategic leadership, learning expertise, and business partnership to ensure branch teams are prepared to meet the evolving needs of clients while advancing the firm's Human-Centered Complete Wealth Management strategy.

Team Ldr, HO Learning

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo Bank

Supervisory Control Specialist - FiNet

Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Senior Registered Client Associate

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

Wells Fargo & Co

Retail Equities Trader

The Director, Practice Management Measurement, Reporting & Analysis is responsible for establishing and leading the measurement, analytics, and performance management capabilities that inform which strategies, practice models & interventions create meaningful business outcomes across Practice Management. The role serves as the primary steward of Practice Management performance measurement, overseeing the development of diagnostic frameworks, KPI architecture, benchmarking methodologies, and reporting ecosystems that evaluate the effectiveness of key business initiatives and advisor outcomes.

Director, Practice Management Measurement, Reporting & Analysis

What you'll do: Lead strategy and team of professionals responsible for creating branch-facing digital experiences that help Financial Advisors and their teams identify, prioritize and act on opportunities to accelerate practice growth, with success measured through outcomes such as pipeline progression, asset growth, usage and engagement. Lead cross-functional alignment across AI, data, digital product, engineering, UX, enablement, compliance and field partners, resolving strategic dependencies and establishing shared accountability for delivering business and user outcomes.

Director - Digital Experience & Strategy (Practice Desktop)

Team Overview: The Wealth Management and Field Management (WMFM) 1st Line Risk Team identifies, assesses, manages, and elevates risks across the WMFM organization while supporting implementation of the Enterprise Risk Management (ERM) Framework. The Senior Risk Manager - Investment Advisory serves as a trusted risk advisor and partner, managing risks associated with the firm's investment advisory activities and product offerings.

Senior Risk Manager - Investment Advisory

The role also ensures management reporting and governance routines provide timely visibility into segment growth, trust performance, control effectiveness, fiduciary issues, service quality, and business results, enabling informed decision-making and continuous improvement across the Trust Company. The role establishes annual priorities and operating objectives for key client segments, including the Core and High Net Worth businesses, while identifying opportunities to develop and scale future segment offerings that align with the Trust Company's strategic direction.

Senior Director, HNW Trust Segment

Team Overview: The Wealth Management and Field Management (WMFM) 1st Line Risk Team identifies, assesses, manages, and elevates risks across the WMFM organization while supporting implementation of the Enterprise Risk Management (ERM) Framework. Execute risk management requirements for open high risks, including root cause analysis, action plan development, evidence, and remediation documentation, while supporting and challenging risk owners on action plan effectiveness.

Senior Risk Manager - Financial Planning

Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s) acting as the point of contact for all sales and service related activities including client development and prospecting, on boarding, new account openings, and general maintenance activities playing a critical role in transitioning business opportunities. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

UMB Financial Corp

Client Service Specialist Sr

What You'll Do: Partner with Enterprise Risk Management (ERM) stakeholders to stay informed on current and upcoming initiatives, assess impacts in collaboration with the first line of defense risk team, and lead the development and execution of comprehensive change management and communication plans for internal teams and affected business/process owners. Collaborate internally to evaluate the impact of ERM initiatives on the department and prepare a comprehensive monthly status report summarizing progress, key impacts, and resourcing considerations to support senior partner readiness for governance meetings.

Wealth Advisor Jobs in Missouri

Service Portfolio Architect The Colony Group, LLC

Commercial Relationship Manager Fifth Third Bank

Consultant, Pharmacy Benefits Aon Plc

Senior Manager - Engagement Management Consultant Edward D Jones & Co LP

Director, Trust Management CAO Edward D Jones & Co LP

Senior Tax Strategist - High Net Worth Edward D Jones & Co LP

Practice Acquisition Manager Edward D Jones & Co LP

Vice President, Commercial Real Estate Stifel

Government & Institutional Banking Relationship Manager Simmons Bank

Team Ldr, HO Learning Edward D Jones & Co LP

Supervisory Control Specialist - FiNet Wells Fargo Bank

Senior Registered Client Associate Wells Fargo Bank

Retail Equities Trader Wells Fargo & Co

Director, Practice Management Measurement, Reporting & Analysis Edward D Jones & Co LP

Director - Digital Experience & Strategy (Practice Desktop) Edward D Jones & Co LP

Senior Risk Manager - Investment Advisory Edward D Jones & Co LP

Senior Director, HNW Trust Segment Edward D Jones & Co LP

Senior Risk Manager - Financial Planning Edward D Jones & Co LP

Client Service Specialist Sr UMB Financial Corp

Senior Risk Manager - Change and Integration Edward D Jones & Co LP

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