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 business to meet forecast commitments and sale goals.
How you will spend your time:
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 on boarding processes along with other internal resources to assure seamless transition for new clients
Other duties as assigned
We’re excited to talk with you if:
You possess a Bachelor’s Degree
You have at least 7 years of experience in sales for financial services
Deadline to apply: November 30, 2024
Compensation Range:
Minimum: $83,200.00 - Maximum: $214,560.00
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.
Are you ready to be part of something more?
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