Trust Sales Advisor

UMB Financial
Dallas
Workplace: HybridFull timeUSD 141,354 - 172,766 annuallyFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Emotional intelligence","Communication","Presentation","Relationship management"]

Build and manage client relationships within the ultra-high net worth Private Wealth Trust segment. Source and grow new trust relationships through networking, referrals, and targeted outreach, while steering complex trust administration with a trusted-partner approach. Coordinate high-performance service delivery by leading the team transition for new accounts, delivering a high-touch communication plan, and providing wealth management subject-matter expertise across trust, investment, and estate planning.

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UMB Financial
UMB Financial
1 month ago

Trust Sales Advisor

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Job Summary

Build and manage client relationships within the ultra-high net worth Private Wealth Trust segment. Source and grow new trust relationships through networking, referrals, and targeted outreach, while steering complex trust administration with a trusted-partner approach. Coordinate high-performance service delivery by leading the team transition for new accounts, delivering a high-touch communication plan, and providing wealth management subject-matter expertise across trust, investment, and estate planning.
Location: Dallas
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.
  • •Administer clients’ wealth and trust accounts as a trusted partner, especially for complex trust administration needs.
  • •Lead high-performance service delivery by coordinating the team delivering services to clients.
  • •Manage and expand high-profile client relationships; provide proactive solution-oriented planning and wealth strategy coordination.
  • •Create and lead presentations for internal and external COIs on estate planning techniques; coordinate and assign team members for new trust relationships transitions.

Pay and Benefits

Salary: USD 141,354 - 172,766 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionGym MembershipPaid Holidays

Key Requirements

  • •Bachelor’s degree.
  • •10+ years’ experience in wealth management for HNW and UHNW clients (or equivalent education and experience).
  • •Experience in complex trust administration.
  • •Understand business development and centers-of-influence (COI) development.
  • •Leadership skills, excellent communication and presentation skills, and high emotional intelligence.
Experience:10+ yearsWealth managementPrivate wealthUltra-high net worthHNWUHNWTrust administration
Education:Bachelor's
Skills:LeadershipEmotional intelligenceCommunicationPresentationRelationship management
Certifications:CFACFPCPACTFA

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