Job Summary

• The role focuses on generating new business opportunities while managing a defined customer portfolio and presenting formal product proposals.
• Candidates must possess broad knowledge of financial markets, asset allocation principles, and specific regulatory requirements related to ERISA, DOL, and IRS.
• UMB offers competitive benefits including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health insurance coverage.

Matching Summary

Salary

Base: $110,250.00 - $235,810.00; Bonus/Equity: Annual incentive pay included; Benefits: Paid time off, 401(k) match, medical/dental/vision, adoption assistance

Skills & Requirements

Key Requirements

• Bachelor's degree in Business Administration, Management or Finance
• Minimum 5 years financial services industry experience
• Minimum 3 years experience in a sales role
• Prior DC retirement plans experience strongly preferred
• Solid understanding of plan design and compliance standards

Work Rights