Fund Services Business Development Representative Senior

4 weeks ago


Lincoln, Nebraska, 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

  • Selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory.
  • Creating and managing a strategic territory plan to meet forecast commitments and sales goals.
  • Assessing, prospecting, and calling on financial institutions in the mutual fund and alternative investment industries.
  • Cross-selling company products and services to existing clients.
  • 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.
  • Staying abreast of current industry trends, competitors, and all company products and services.

Requirements

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

About UMB Bank

UMB Bank is a company that values its employees and provides a comprehensive benefits package, including medical, dental, vision, and other insurance coverage, as well as opportunities for professional growth and development.

Equal Employment Opportunity

UMB Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and diverse work environment that values and respects the contributions of all employees.



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