Senior Fund Services Business Development Representative

2 days ago


Tallahassee, Florida, United States UMB Bank Full time
Job Summary

We are seeking a highly skilled Senior Fund Services Business Development Representative to join our team at UMB Bank. As a key member of our sales team, you will be responsible for selling our outsourced back office solutions and turnkey programs to financial intermediaries in a national territory.

Key Responsibilities:

  • Assessing and prospecting 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
  • 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 and professional organizations
  • Participating in user group meetings and trade shows
  • Staying abreast of current industry trends, competitors, and company products and services
  • Participating in onboarding processes to ensure seamless transition for new clients

Requirements:

  • Bachelor's Degree
  • At least 7 years of experience in sales for financial services

Compensation Range:

$83,000 - $214,560.00 per year

Benefits:

UMB offers a comprehensive benefits package, including paid time off, 401(k) matching, annual incentive pay, and more.

About UMB:

We are a financial services company dedicated to helping our customers achieve their financial goals. We value our employees and offer a supportive and inclusive work environment.



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