Trust Sales Advisor

UMB Bank; Dallas (TX); Hybrid; USD 141,000 - 208,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Tuition reimbursement

Adoption assistance

Employee wellbeing program

Gym/fitness reimbursement

Job summary

UMB Bank in the United States seeks a Private Wealth Trust Sales Advisor to grow and service ultra-high net worth trust accounts. You will source high-net-worth relationships, steer complex trust administration, and coordinate wealth solutions across teams to deliver exceptional client outcomes.

You will lead strategy planning, COI development, and proactive client communications, leveraging deep trust and wealth management expertise to expand the ultra-high-net-worth book.

Qualifications

• Bachelor’s degree required.
• 10+ years wealth management for HNW/UHNW clients or equivalent background.
• Experience in Complex Trust Administration.
• Understanding of Business Development & COI Development.
• Leadership and high emotional intelligence.
• Excellent communication and presentation skills.
• Expertise in UHNW wealth management and estate planning.
• Knowledge of Trust and Bank products and services.
• Ability to identify solutions for unique assets (e.g., real estate, LLCs).

Responsibilities

• Source and develop high-net-worth client relationships through networking and referrals.
• Steer administration of Client’s wealth and trust accounts as trusted partner.
• Lead high-performance service delivery by coordinating the team delivering services.
• Manage and expand high-profile client relationships.
• Provide proactive wealth strategy planning and COI coordination.
• Lead proactive, high-touch communication plan for all clients.
• Provide wealth management subject matter expertise.
• Attend meetings and functions as assigned.
• Create and lead presentations to COIs on estate planning techniques for UHNW clients.
• Serve as the primary driver of new trust relationships for the market.
• Coordinate and assign team members to new trust relationships transitioning those accounts.

Skills

Relationship management

Communication skills

Wealth management

Trust administration

Business development

Leadership

Emotional intelligence

Estate planning

Presentation skills

Client management

Education

Bachelor’s degree

Job description

Hybrid

TX - Fort Worth - 777 Main

Dallas TX

Full time

R-8248

The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client relationships with Private Wealth’s ultra-high net worth Trust market segment. The PWTSA will grow and service an existing book of clients including many of PWM’s high-profile and more complex client relationships, in particular those requiring complex trust administration.

This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our most highly-complex and high-value client’s Trust and Investment Management accounts.

How you’ll spend your time:

• You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.

• You will steer administration of Client’s wealth and trust accounts by being trusted partner.

• You will lead high performance service delivery to clients by coordinating team delivering services.

• You will manage and expand high-profile client relationships.

• You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives.

• You will lead a proactive, high-touch communication plan for all clients.

• You will provide wealth management subject matter expertise.

• You will participate in and attend meetings and functions as assigned.

• You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.

• You will serve as the primary driver of new trust relationships for the market.

• You will coordinate and assign the team members of new trust relationships transitioning those accounts to those team members.

• Other duties as assigned.

We’re excited to talk to you if...

• You possess a Bachelor’s degree.

• You have 10+ years’ experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.

• You have experience in Complex Trust Administration.

• You understand Business Development & COI Development.

• You possess Leadership Skills.

• You have a high level of emotional intelligence.

• You demonstrate excellent communication and presentation skills.

• You are an expert on wealth management issues pertinent to UHNW families.

• You have good relationship management skills.

• You have the ability to address client concerns and needs.

• You demonstrate understanding of investment strategies utilized by UHNW clients.

• You demonstrateunderstanding of tax challenges of UHNW clients.

• You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.

• You demonstrateextensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).

• You have the ability toidentify and find solutions for unique assets of UHNW client including, commercial properties, LLCs, oil and gas, alternative energy, ranch and farm properties.

Bonus points if ...

• You have one or more of the following credentials: MBA, CFA, CFP®, CPA, CTFA, or JD.

• You have supervisory or team leadership experience.

• You have 5+ years in demonstrated sales position.

• You are active in community and professional organizations; considered a leader in the community.

• You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

Supervision/Management

No direct management responsibilities

This person could office in TX, OK, MO, KS or NE.

This position was posted on 09/11/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$141,354 - $207,900

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.

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