Senior UHNW Trust & Wealth Advisor

UMB Bank; Madison (WI); Hybrid; USD 110,000 - 236,000; Full time

Benefits offered by this job

401(k) matching program

Paid Time Off

Health insurance

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank, with a hybrid work model in the Midwest, is seeking a seasoned wealth management leader to manage ultra-high-net-worth client relationships and oversee comprehensive trust and estate planning services from Madison, WI, and surrounding markets. You will source clients, coordinate a high-performing team, craft strategic wealth plans, and champion proactive communication.

A Bachelor’s degree and 10+ years in UHNW wealth management are required, with leadership and advanced presentation

Qualifications

• Bachelor's degree is required.
• 10+ years of wealth management experience for HNW/UHNW clients or equivalent.
• Experience in Complex Trust Administration.
• Knowledge of Business Development & COI development.
• Leadership and people management capabilities.
• Strong communication and presentation skills.
• Expertise in wealth management issues for UHNW families.
• Excellent client relationship management abilities.
• Understanding of investment strategies for UHNW clients.
• Familiarity with estate planning solutions incl. trusts and LLCs/LPs.

Responsibilities

• Source and develop high-net-worth client relationships through networking, referrals, and outreach.
• Steer administration of wealth and trust accounts as trusted partner.
• Lead high-performance service delivery by coordinating teams.
• Manage and expand high-profile client relationships.
• Provide proactive wealth strategy planning for clients’ goals.
• Lead proactive, high-touch client communication plans.
• Provide wealth management subject matter expertise.
• Attend meetings and functions as assigned.
• Create and lead presentations on estate planning for UHNW individuals.
• Drive new trust relationships and transition accounts to team members.
• Perform other duties as assigned.

Skills

Wealth management

Client relationship management

Leadership skills

Communication skills

Problem solving

Presentation skills

Estate planning

Investment strategies

COI development

Emotional intelligence

Education

Bachelor's degree

Job description

UMB Bank, with a hybrid work model in the Midwest, is seeking a seasoned wealth management leader to manage ultra-high-net-worth client relationships and oversee comprehensive trust and estate planning services from Madison, WI, and surrounding markets. You will source clients, coordinate a high-performing team, craft strategic wealth plans, and champion proactive communication.

A Bachelor’s degree and 10+ years in UHNW wealth management are required, with leadership and advanced presentation