Fund Services Business Development Representative Senior

Job Summary

As the Fund Services Business Development Representative Sr., you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions.

You must also create and manage a strategic territory plan that results in closing businesses 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
• Managing territory to maximize sales resources and revenue opportunities and minimize expenses
• 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/professional organizations and individuals
• Participating in user group meetings and trade shows
• Staying abreast of current industry trends, competitors and all company products and services
• Participating in onboarding processes along with other internal resources to assure seamless transition for new clients
• Other duties as assigned

• You possess a Bachelor’s Degree
• You have at least 7 years of experience in sales for financial services

* Remote position, looking for candidates based in or willing to relocate to Texas*

$91,950.00 - $

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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to  to let us know the nature of your request.

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