Business Exit Planning Solutions Expert

3 weeks ago

Kansas City, Missouri, United States UMB Financial Corporation Full time

The VP of Business Planning Solutions will lead and grow the business planning services offering of UMB's Private Wealth Management.

This includes advising UMB's business owner clients on how to best meet their business planning needs and goals, specifically as it relates to their business exit strategy.

This role will work closely and strategically with the delivery teams, as well as other bank partners, on the execution and scaling of business planning services within UMB's Private Wealth Management.

The VP of Business Planning Solutions will identify and implement new ways to expand the financial planning services offered to UMB's business owner clients and execute on those initiatives while continuing to drive the Unparalleled Customer Experience.

The ideal candidate will have a proven track record delivering financial advice to business owner clients.

They will be required to have extensive knowledge around business exit planning and advanced business planning strategies and techniques, such as selling to an ESOP, installment sales, buy/sell agreements as well as other gifting strategies.

They will provide comprehensive analysis, pro-active financial, strategic and/or estate and tax planning solutions to Private Wealth's current and prospective business owner clients.

They will serve as a resource to the client delivery teams and management to provide education and training on relevant financial and business planning topics and analysis.

They will be responsible for marketing UMB's business planning solutions both internally to key stakeholders as well as externally to existing and potential UMB clients.

They will protect UMB and its clientele by keeping financial information confidential.

They will maintain technical knowledge by attending educational workshops, continuing education and reviewing publications.

They will perform other duties as assigned.

Requirements

MINIMUM:

  • 10 + years relevant experience working with business owners
  • Bachelor's degree

PREFERRED:

  • CFP or advanced designation
  • JD
  • MBA

Knowledge & Skills

MINIMUM:

  • Demonstrated strong analytical skills
  • Demonstrated ability to work both independently and in a team environment
  • Highly motivated and a self-starter
  • Demonstrated the ability to be process focused
  • Demonstrated expertise in Microsoft Products (Excel, Word & Access)
  • Demonstrated advanced communication skills (oral & written)
  • Highly skilled presenter of financial information and effective interpersonal skills
  • Comprehensive knowledge and skills of advanced planning techniques and strategies
  • Demonstrates ability to work with all clients & prospects of varied backgrounds & experiences

Work Environment

Hybrid Office Centric (60/40) with occasional travel

Potential Career Options

Subject to strategic build-out, vision and successes

Compensation Range

Minimum: $83, 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.

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 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.

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