Trust Sales Advisor

UMB Financial
Madison
Workplace: HybridFull time110,250 - 235,810Function: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Emotional intelligence","Communication","Presentation","Relationship management"]

Build and manage relationships for UMB Private Wealth’s ultra-high-net-worth trust client segment. Source new high-net-worth clients through networking, referrals, and targeted outreach, while overseeing complex trust administration and service delivery. Lead proactive communication and planning, provide wealth management subject-matter expertise, create presentations to centers-of-influence, and coordinate internal team members to transition new trust relationships.

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UMB Financial
UMB Financial
1 month ago

Trust Sales Advisor

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Job Summary

Build and manage relationships for UMB Private Wealth’s ultra-high-net-worth trust client segment. Source new high-net-worth clients through networking, referrals, and targeted outreach, while overseeing complex trust administration and service delivery. Lead proactive communication and planning, provide wealth management subject-matter expertise, create presentations to centers-of-influence, and coordinate internal team members to transition new trust relationships.
Location: Madison
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
  • •Steer administration of client wealth and trust accounts as a trusted partner.
  • •Coordinate service delivery to clients and lead high-performance support.
  • •Manage and expand high-profile client relationships and provide proactive solution-oriented planning.
  • •Create and lead presentations to external and internal COIs and coordinate team transition for new trust relationships.

Pay and Benefits

Salary: 110,250 - 235,810
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

  • •Bachelor’s degree.
  • •10+ years of experience in wealth management for HNW and UHNW clients (or equivalent education and experience).
  • •Experience in complex trust administration.
  • •Understanding of business development and centers-of-influence (COI) development.
  • •Leadership skills and excellent communication and presentation skills.
Experience:10+ yearsWealth managementHNWUHNW
Education:Bachelor's
Skills:LeadershipEmotional intelligenceCommunicationPresentationRelationship management
Certifications:CFACFP®CPACTFAMBAJD

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