Trust Officer Sr

UMB Financial
Milwaukee, Minneapolis
Workplace: HybridFull timeUSD 91,950 - 196,680Function: Finance & AccountingEducation: bachelorsSkills: ["Client relationship management","Problem-solving","Dispute resolution","Autonomous decision-making","Interpersonal skills"]

Manage a complex portfolio of trust and fiduciary accounts, building long-term client relationships through high-quality service and clear communication. Ensure accurate fiduciary administration across probate estates, conservatorships, personal trusts, custody, agency, and IRA accounts while maintaining compliance with applicable laws and UMB policies. Coordinate wealth strategy planning and, when needed, provide investment management services and portfolio guidance.

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UMB Financial
UMB Financial
4 months ago

Trust Officer Sr

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Job Summary

Manage a complex portfolio of trust and fiduciary accounts, building long-term client relationships through high-quality service and clear communication. Ensure accurate fiduciary administration across probate estates, conservatorships, personal trusts, custody, agency, and IRA accounts while maintaining compliance with applicable laws and UMB policies. Coordinate wealth strategy planning and, when needed, provide investment management services and portfolio guidance.
Location: Milwaukee, Minneapolis
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Build, maintain, and manage internal and external client relationships to increase revenue and drive referrals and upgrades in assigned accounts.
  • •Provide fiduciary administration for probate estates, conservatorships, personal trusts, custody, agency, IRA, and other assigned account types, handling complex situations.
  • •Ensure compliance with fiduciary duties and administer accounts according to wills, trust documents, investment management agreements, and applicable laws and UMB policies.
  • •Coordinate solution-oriented wealth strategy planning goals and objectives for clients.
  • •When needed, provide investment management services for clients without an assigned Portfolio Manager, including risk assessment and portfolio advice.

Pay and Benefits

Salary: USD 91,950 - 196,680
Perks:Paid Leave401kHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

  • •College degree.
  • •10 years of technical trust and planning experience.
  • •Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation.
  • •Demonstrated ability to sell and be competitive and results oriented.
  • •Demonstrated knowledge of trust and bank products and services, including investments, insurance, brokerage, private banking, and retirement planning.
Education:Bachelor's
Skills:Client relationship managementProblem-solvingDispute resolutionAutonomous decision-makingInterpersonal skills
Certifications:CTFACFP
Tech Stack:Microsoft OfficeWordExcelOutlook

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn