Retirement Client Advisor

RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers’ needs.

• Delivers an unparalleled customer experience while managing a book of business and building client relationships.
• Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations.
• Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions.
• Provides consultation to plan sponsors on the development of a participant education program to support the client’s objectives. Facilitate or deliver participant education and advice.
• Creates and maintains networking relationships to create a pipeline of business.
• Achieves annual new business revenue goals for assigned accounts and/or territory.
• Maintains client information in a CRM tool.
• Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition.
• Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

• Bachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred
• 5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role required
• Commercial Banking and Retirement Plan Services experience strongly preferred
• Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus
• Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required
• Solid understanding of plan design, compliance and testing, and industry standards required
• Good written/verbal communication, organization and client service skills required
• Ability to provide unparallelled customer experience to externa clients and internal associates
• CFA, CIMA, QPFC, CFP preferred

$ - $

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;

and various associate banking benefits. Benefit offerings and eligibility requirements vary.

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about.

Expect more trust. We want you to do the right thing, no matter…