Trust Operations Unit Manager

UMB Bank; Phoenix (AZ); Hybrid; USD 118,000 - 173,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical insurance

Tuition reimbursement

Job summary

UMB Bank is seeking an experienced leader to join our Hybrid Phoenix team, managing multiple securities processing units in Corporate Trust Transfer Agency. You will provide guidance to Team Managers to ensure daily processing is accurate, timely, and compliant with laws and regulations, while reducing risk.

The ideal candidate has at least 10 years in Trust operations or securities processing and a bachelor's degree in business.

Qualifications

• At least ten (10) years of experience in managing a Trust operations or Securities processing environment.
• Bachelor’s degree in business or related field.

Responsibilities

• Manage multiple securities processing units, providing guidance and direction to functional work units for daily processing, monitoring controls, and aligning with industry advances to leverage technology.
• Ensure staff have the tools, information, and training to perform duties effectively.
• Develop and review Performance Objectives and Individual Development plans for associates and team managers.

Skills

Trust operations management

Securities processing knowledge

Team guidance

Education

Bachelor's degree in business or related field

Job description

Hybrid

Kansas City MO

IA - West Des Moines - 7155 Lake Dr

Austin TX

Dallas TX

DE - Wilmington - 405 Silverside Road

CA - Costa Mesa - 3070 Bristol Street

Phoenix AZ

Houston TX

St. Louis MO

Minneapolis MN

Salt Lake City UT

Milwaukee WI

New York NY

Denver CO

Oklahoma City OK

Full time

R-9535

Join our team supporting one of the fastest growing business units at UMB! You will manage multiple processing units in Corporate Trust Transfer Agency and support Corporate Trust Administration. Provide guidance and directions to Team Managers to ensure daily processing is completed at a high level of quality and timeliness, and our clients receive the highest level of service. This also includes monitoring to ensure the appropriate procedures and controls are in place and followed to reduce risk and ensure adherence to law and regulations.

You will be a resource for department associates as well as business partners for industry and system expertise. You will also stay current with industry advances and developing relevant strategic plans and proposals to ensure our teams can support the continued growth of our internal business partners.

How you’ll spend your time:

• You will manage multiple securities processing units, providing work guidance and direction to functional work units in achieving the basic objectives for daily processing, including monitoring and oversight of controls, staying abreast of industry advances and developing relevant strategic plans and proposals to allow Bond Transfer Agency to exploit technology advances in order to drive revenue, reduce cost or reduce risk.

• You will help ensure staff are equipped with the appropriate tools, information and training to perform their duties.

• You will perform development activities for associates and team managers, including regular review of Performance Objectives and Individual Development plans.

We’re excited to talk with you if:

• You have at least ten (10) years of experience in managing a Trust operations or Securities processing environment

• You have a bachelor’s degree in business or related field

Bonus Points if you:

• Possess seven (7) years of Corporate Trust experience OR

• A Bachelor’s degree in business related field and 5 years Corporate Trust experience

This position was posted on 10/28/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$117,900 - $173,393

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.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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 [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

Check out the road to a career at UMB