Fund Services Business Development Representative Senior

2 weeks ago

Colorado Springs, United States UMB Financial Corporation Full time

As the Fund Services Business Development Representative Sr., you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions. You must also create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals.

How you will spend your time:

  • Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries
  • Cross selling company products and services to existing clients
  • Managing territory to maximize sales resources and revenue opportunities and minimize expenses
  • Analyzing financial position and operational challenges of prospects to determine sales approach
  • Coordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospects
  • Maintaining data in Sales Force and providing regular updates to sales director
  • Developing and maintaining relationships with industry/professional organizations and individuals
  • Participating in user group meetings and trade shows
  • Staying abreast of current industry trends, competitors and all company products and services
  • Participating in on boarding processes along with other internal resources to assure seamless transition for new clients
  • Other duties as assigned
We're excited to talk with you if:
  • You possess a Bachelor's Degree
  • You have at least 7 years of experience in sales for financial services


Compensation Range:
Minimum: $83,200.00 - Maximum: $214,560.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

  • Fund Services Business Development Representative Senior

    6 days ago

    Colorado Springs, United States UMB Financial Corporation Full time

    As the Fund Services Business Development Representative Sr., you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real...

  • Senior Business Development Representative

    2 days ago

    Colorado Springs, Colorado, United States WESCO International Full time

    About the RoleWe are seeking a highly skilled Senior Representative to join our team at Wesco International. As a Senior Representative, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Respond to customer inquiries in a timely and professional manner, providing solutions...

  • Business Development Representative

    4 days ago

    Colorado Springs, Colorado, United States SiteOne Landscape Supply Full time

    **Job Summary**The Account Representative will provide exceptional customer service and account management support to assigned customers within the area, managing their accounts remotely via multi-channel communication.Key Responsibilities:Process orders and quote requests in a timely and accurate manner.Schedule deliveries and ensure seamless execution of...

  • Senior Representative

    2 months ago

    Colorado Springs, United States Wesco Full time

    Wesco - 10432 E. 49th Avenue [Customer Service Representative] As a Senior Customer Service Representative at Wesco, you'll: Respond to customer inquiries by telephone, e-mail, or walk-ins to provide inquiry and/or problem resolution; Resolve complex or unusual requests and problems that may require a customized response and communicate solutions; Mentor and...

  • Senior Representative

    4 weeks ago

    Colorado Springs, United States Wesco Full time

    Wesco - 1490 Garden of The Gods Rd Ste F [Customer Service Representative] As a Senior Customer Service Representative at Wesco, you'll: Respond to customer inquiries by telephone, e-mail, or walk-ins to provide inquiry and/or problem resolution; Resolve complex or unusual requests and problems that may require a customized response and communicate...

  • Business Development Representative

    2 days ago

    Hot Springs National Park, Arkansas, United States West Central Arkansas Planning And Development District, Inc Full time

    About the RoleThe Business Development Representative will be responsible for cultivating relationships with existing clients and prospecting new accounts to drive business growth through the sale of tailored advertising and marketing programs.Key ResponsibilitiesWork with existing clients to understand their business needs and goals.Develop and maintain an...

  • Business Development Center

    3 months ago

    Colorado Springs, United States Phil Long Hyundai of Chapel Hills and Genesis of Colorado Springs Full time

    Job DescriptionJob DescriptionJob Title: Business Development Center (BDC) RepresentativeLocation: Colorado Springs, CO Hourly pay: $17.50 Depending on experience Phil Long Hyundai of Chapel Hills is growing and we are searching for a Business Development Center Representative (BDC) to add to our team! Job Summary:The BDC Representative is a dealerships most...

  • Business Development Director

    2 days ago

    Colorado Springs, Colorado, United States Auria Full time

    About the RoleWe are seeking a highly skilled and experienced Business Development Director to lead our Strategic & Defense Solutions (SDS) Business Unit strategy development and execution in support of Auria's growth objectives.Key ResponsibilitiesDevelop and execute the SDS business strategy aligned to Auria growth objectives.Identify, analyze and qualify...

  • Senior Director of Development and Fundraising

    23 hours ago

    Colorado Springs, Colorado, United States Boys and Girls Club of the Pikes Peak Region Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Director of Development and Fundraising to join our team at the Boys and Girls Club of the Pikes Peak Region. This is an exciting opportunity to make a meaningful impact in the lives of young people and contribute to the growth and success of our organization.Key ResponsibilitiesGrants and...

  • Business Development Representative

    5 days ago

    Colorado Springs, Colorado, United States Skyline Products Full time

    About the RoleWe are seeking a highly skilled and experienced Technical Sales Professional to join our team at Skyline Products. As a key member of our sales team, you will be responsible for presenting our product offerings and benefits to prospects and customers, and for removing all business and technical objections in the sales cycle.Key...

  • Technology Sales Representative

    2 days ago

    Englewood, Colorado, United States Konica Minolta Business Solutions, U.S.A., Inc. Full time

    About the RoleWe are seeking a highly motivated and results-driven Technology Sales Representative to join our team at Konica Minolta Business Solutions, U.S.A., Inc. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and driving revenue growth.Key...

  • Lead Development Representative

    2 days ago

    Colorado Springs, Colorado, United States Concentra Full time

    About the RoleWe are seeking a highly motivated and results-driven Business Development Representative to join our team at Concentra. As a key member of our sales team, you will be responsible for implementing our outbound sales strategy, focusing on prospecting and filling the field sales funnel with qualified opportunities.Key ResponsibilitiesInitiate a...

  • Business Development Representative

    5 days ago

    Palm Springs, California, United States AccentCare Full time

    Job SummaryWe are seeking a highly motivated and results-driven Business Development Representative to join our team at AccentCare. As a Business Development Representative, you will be responsible for implementing our marketing plan and maintaining liaison between referral sources and AccentCare.Key ResponsibilitiesEstablish and maintain contact with...

  • Business Development Specialist

    4 days ago

    Colorado Springs, Colorado, United States Abstrakt Marketing Group Full time

    About the RoleAbstrakt Marketing Group is seeking a highly motivated and results-driven Service Sales Representative to join our team. As a Service Sales Representative, you will be responsible for driving sales growth and revenue in assigned markets and territories.Key ResponsibilitiesDevelop and execute sales strategies to achieve sales targets and grow...

  • Small Business Employee Benefits Sales Representative

    2 days ago

    Colorado Springs, Colorado, United States USI Holdings Corporation Full time

    About the RoleUSI Holdings Corporation is seeking a highly motivated and experienced Small Business Employee Benefits Sales Representative to join our team. As a key member of our sales team, you will be responsible for cultivating new employee benefits sales talent with a long-term career at USI.Key ResponsibilitiesParticipate in our industry-leading sales...

  • Software Development Senior Associate

    4 days ago

    Colorado Springs, Colorado, United States Peraton Full time

    Job DescriptionWe are seeking a highly skilled Java Developer to join our team at Peraton, a leading provider of mission-critical solutions and technologies. As a Senior Java Software Engineer, you will play a key role in building and maintaining our customer engagement systems for federal service agencies.ResponsibilitiesDesign and develop scalable and...

  • Business Development Associate

    5 days ago

    Colorado Springs, Colorado, United States Scott Brown - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and results-driven individual to join our team as an Insurance and Financial Services Representative. As a key member of our agency, you will play a critical role in building and maintaining strong relationships with our customers, promoting State Farm products, and driving business growth.Key...

  • Call Center Customer Service Representative

    1 week ago

    Colorado Springs, United States Peak Dental Services Full time

    Peak Dental Services is growing, and we are looking to hire a full-time Call Center Customer Service Representative for our team. This is a Monday-Friday job with regular business hours. Enjoy a call center/customer service job with weekends and even Customer Service, Customer Service Representative, Call Center, Representative, Dental, Retail, Healthcare,...

  • Business Development Associate

    5 days ago

    Colorado Springs, Colorado, United States Chris Sutherland - State Farm Agent Full time

    Job Opportunity**About Us**Chris Sutherland - State Farm Agent is a dynamic and growing business that offers a unique opportunity for individuals to develop their skills and advance their careers. As a member of our team, you will have the chance to work in a fast-paced and supportive environment, where you can learn and grow with the company.**Job...

  • Business Development Representative

    2 days ago

    Blue Springs, Missouri, United States Josh Bodner - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team at Josh Bodner - State Farm Agent. As a Business Development Representative, you will play a key role in developing and executing sales strategies to drive business growth and build long-lasting customer relationships.Key Responsibilities:Lead Generation:...