Build long-term client relationships and enhances existing relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations.
- Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of 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.
- Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures.
- Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives.
- When appropriate, for accounts without an assigned Portfolio Manager, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice.
- Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations.
Other duties as assigned.
RequirementsMINIMUM:- College degree
- 10 years of technical trust and planning experience
- Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation
PREFERRED:- One advanced degree relative to financial & estate planning
- Juris doctorate
- Supervisory experience
Knowledge & SkillsMINIMUM:- Demonstrates successful ability to sell; competitive and results oriented
- Demonstrates Investment knowledge and understanding
- Demonstrates extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning)
- Demonstrates proven problem solving, dispute resolution and assistance with litigation management
- Demonstrates ability to perform highly autonomous decision-making and inform management as needed
- Demonstrates ability to maintain current knowledge of company policies and procedures, state and federal laws and regulations
- Demonstrates high proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
- Demonstrates strong interpersonal skills with an ability to develop and cultivate internal and external relationships
PREFERRED:- Active in community and professional organizations; considered a leader in the community.
- Strong organizational and management skills
- Highly self-confident with an ability to lead capable and successful individuals in a team environment.
Work EnvironmentTypical office environment. Travel may be required in assigned territory.
Compensation Ranges:US Employees in California, Washington DC, New Jersey, and New York:
$100,710 - $157,630
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$91,950 - $144,320
US Employees in all other states not listed above:
$83,200 - $131,000
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.
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