Senior Fund Services Business Development Representative

2 days ago


Des Moines, Iowa, United States UMB Bank Full time
About the Role

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
What We Offer

UMB Bank offers a competitive compensation package, including a minimum salary of $83,000 and a maximum salary of $214,560.00. We also offer a comprehensive benefits package, including medical, dental, vision, and other insurance coverage, as well as paid time off, a 401(k) matching program, and annual incentive pay.

We are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

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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