Senior Fund Services Business Development Representative
2 days ago
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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