Current jobs related to Trust Advisor II - Kansas City, Missouri - UMB Bank

  • Trust Administration Lead

    2 weeks ago

    Kansas City, Missouri, United States National Advisors Trust Company Full time

    About UsNational Advisors Trust Company is a leading provider of trust administration and custody services to registered investment advisors and their high net worth clients. As a non-depository trust company, we offer conflict-free trust administrative services, allowing advisors to cultivate and maintain crucial client relationships. Our company is...

  • Director of Internal Audit

    2 weeks ago

    Kansas City, Missouri, United States National Advisors Trust Company Full time

    Director of Internal AuditAre you looking to make a significant impact in the financial services industry? If so, then a leadership role in estate planning and trust services could be right for you. At National Advisors Trust Company, we believe trusts are about families and the selfless pursuit of acting today to protect future generations - ultimately...

  • Wealth Management IRA Associate

    3 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're dedicated to helping individuals and businesses achieve financial success. Our commitment to excellence is reflected in our award-winning culture, which is built on a foundation of trust, integrity, and innovation.Job SummaryThe Wealth Management IRA Associate will play a critical role in providing exceptional...

  • Business Operations Associate II

    1 month ago

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

    About the RoleThe Private Wealth Management team at UMB Financial Corporation is seeking a highly skilled Business Operations Associate II to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional service to our clients and supporting the growth of our business.Key ResponsibilitiesExecute operational...

  • Tax Manager

    2 weeks ago

    Kansas City, Missouri, United States CBIZ Full time

    Job Summary:CBIZ is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills to serve as a trusted advisor to our clients.Key Responsibilities:Serve as a client's trusted advisor, demonstrating knowledge of industry...

  • Experienced Accountant for Private Client Services

    3 weeks ago

    Kansas City, Missouri, United States RubinBrown Full time

    RubinBrown is seeking an Experienced Accountant to join our Private Client Services team. As a trusted advisor, you will work closely with high net worth individuals and families to provide expert tax planning and compliance services.Key Responsibilities:Prepare and review trust and partnership income tax returnsPrepare and review gift tax returnsPrepare tax...

  • Tax Senior Manager

    3 weeks ago

    Kansas City, Missouri, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance and consulting services to individuals, families, and businesses.Key Responsibilities:Provide tax compliance and advisory services to clients with complex individual, fiduciary, gift, and estate tax...

  • Tax Senior Manager

    4 weeks ago

    Kansas City, Missouri, United States FORVIS Full time

    Job Title: Tax Senior ManagerJoin Forvis Mazars Private Client as a Tax Senior Manager and take on a challenging role that requires expertise in taxation compliance and consulting. As a trusted advisor, you will serve as a member of various client service teams and possess significant knowledge of taxation compliance and consulting related to personal,...

  • Tax Senior Associate | Private Client

    3 weeks ago

    Kansas City, Missouri, United States Forvis Mazars, LLP Full time

    Private Client Tax Senior AssociateForvis Mazars, LLP is seeking a highly skilled Private Client Tax Senior Associate to join our team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key Responsibilities:Provide tax compliance and...

  • Maintenance Technician

    3 weeks ago

    Kansas City, Missouri, United States Education Realty Trust Inc. Full time

    About the RoleThis position is responsible for performing technical and mechanical work to ensure the physical aspects of the property meet the company's standards for cleanliness, appearance, safety, and overall functionality.Key Responsibilities Completes assigned work orders generated from resident requests for service, as well as preventative maintenance...

  • Tax Senior Associate

    4 weeks ago

    Kansas City, Missouri, United States Forvis Mazars, LLP Full time

    Private Client Tax Senior AssociateForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability...

  • Tax Manager

    3 weeks ago

    Kansas City, Missouri, United States CBIZ Full time

    CBIZ is a leading provider of financial and employee business services, with a strong presence throughout the U.S. As a Tax Manager, you will play a key role in delivering top-level tax services to our clients, leveraging your technical expertise and analytical skills to drive business growth and success.Key Responsibilities:Serve as a trusted advisor to...

  • Tax Manager

    3 weeks ago

    Kansas City, Missouri, United States CBIZ Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at CBIZ. As a key member of our leadership team, you will be responsible for providing technical tax expertise and strategic guidance to our clients.Key Responsibilities:Serve as a trusted advisor to clients, providing expert tax guidance and identifying opportunities for growth.Manage...

  • Asset Management Specialist

    3 weeks ago

    Kansas City, Missouri, United States NetImpact Strategies Full time

    Job Description:NetImpact Strategies is seeking a highly skilled Asset Management Specialist to join our Professional Services team. This role will be responsible for managing the lifecycle of assets, including procurement, deployment, monitoring, and disposal. The successful candidate will have strong knowledge of software and hardware asset life cycle...

  • Digital Account Strategist

    3 weeks ago

    Kansas City, Missouri, United States Social Driver Full time

    About the RoleWe are seeking a highly skilled Digital Account Manager to join our team at Social Driver. As a key member of our account management team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their ongoing satisfaction and success.In this role, you will serve as a trusted advisor and consultant to...

  • Senior Detailing Technician

    3 weeks ago

    Kansas City, Missouri, United States BlueScope Full time

    Job Title: Engineering Technician IIAt BlueScope, we are committed to delivering safe, creative, and quality structural and construction engineering solutions to our internal and external customers. We are seeking an experienced Engineering Technician II to join our team and contribute to our mission.Key Responsibilities:Detail building parts and create...

  • Commercial Banking Leader

    3 weeks ago

    Kansas City, Missouri, United States CommunityAmerica Credit Union Full time

    Job SummaryThe Director, Commercial Banking is a key leadership position responsible for driving commercial portfolio growth strategies, delivering exceptional client experiences, and managing a consultative sales process. This role will lead teams to support the credit union's focus on serving businesses.Key ResponsibilitiesDevelop and execute commercial...

  • Personal Banker II

    3 weeks ago

    Kansas City, Missouri, United States Southern Bank Full time

    Job SummaryThis is a branch-based sales position with some outside sales expectations, whose primary goal is to acquire, expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them.Key ResponsibilitiesBuilds new customer relationships through...

  • Customer Success Specialist

    3 weeks ago

    Kansas City, Missouri, United States Cordel Technology, Inc Full time

    Job OverviewCordel Technology, Inc. is seeking a highly skilled Customer Success Specialist to join our team. As a key member of our customer-facing team, you will be responsible for ensuring the seamless integration of our cutting-edge LiDAR solutions into our clients' railway inspection processes.Main Responsibilities:Guide customers through the entire...

  • Workday Payroll Consultant

    3 weeks ago

    Kansas City, Missouri, United States Slalom Full time

    About the RoleAs a Workday Payroll Consultant at Slalom, you will play a critical role in helping our clients achieve maximum value from their Workday investment. You will work closely with clients to understand their strategic objectives and develop tailored solutions to meet their unique needs.Key ResponsibilitiesImplement Workday Payroll solutions for...

Trust Advisor II

2 months ago

Kansas City, Missouri, United States UMB Bank Full time
About the Role

As a Trust Advisor at UMB Bank, you will play a critical role in building long-term relationships with high net worth clients through exceptional customer service, anticipating their needs, and providing clear communication and effective client meetings.

Key Responsibilities
  • Provide solution-oriented planning for clients, coordinating wealth strategy aligned with their goals and objectives.
  • Offer investment management services, including assessing appropriate risk levels for clients or trusts, providing high-level investment updates, and offering portfolio advice.
  • Work collaboratively with team members to increase revenue from assigned accounts through quality client service, leading to referrals for new business, upgrades in account status, direct sales, and referrals for other bank products and services.
Requirements
  • College degree and general knowledge of trust and bank products and services.
  • 3 or more years of experience in trust administration, problem-solving, and dispute resolution, with assistance in litigation management.
  • Bonus points for a Juris Doctorate, CTFA, or CFP.
What We Offer

UMB Bank offers a competitive compensation range of $69,000 to $179,300, plus a comprehensive benefits package, including paid time off, a 401(k) matching program, annual incentive pay, and more.

We value our associates and strive to make them well-rounded, encouraging them to approach situations in a collaborative way. We provide training and support to ensure success in their careers and recognize the importance of work-life balance and community involvement.