UMB Financial

2 weeks ago

Trust Sales Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

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

Website LinkedIn

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UMB Financial

2 weeks ago

Trust Sales Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn