Trust Sales Advisor

umb; Fort Worth (TX); Hybrid; USD 141,000 - 208,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Tuition reimbursement

Wellbeing program

Job summary

The UMB Private Wealth Trust Sales Advisor (PWTSA) builds and manages client relationships within the ultra-high net worth Trust market, focusing on complex trust administration and coordinated wealth strategies.

You will source high-net-worth clients, steward wealth accounts, lead service delivery with the team, and present estate planning techniques to COIs while traveling as needed in a hybrid work environment.

Qualifications

• Bachelor's degree required.
• 10+ years wealth management experience for HNW/UHNW clients or equivalent background.
• Experience in Complex Trust Administration.
• Strong business development and COI development skills.
• Excellent communication and presentation abilities.
• Expertise in UHNW wealth management and estate planning.

Responsibilities

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
• Steer administration of client wealth and trust accounts as a trusted partner.
• Lead high-performance service delivery by coordinating the team delivering services.
• Manage and expand high-profile client relationships.
• Provide proactive solution-oriented planning for wealth strategy goals.
• Lead proactive, high-touch communication plans for all clients.
• Provide wealth management subject matter expertise.
• Participate in and attend meetings and functions as assigned.
• Create and lead presentations on estate planning techniques for ultra-high-net-worth individuals.
• Serve as the primary driver of new trust relationships for the market.

Skills

Relationship management

Leadership

Communication

Emotional intelligence

Client service

Education

Bachelor's degree

Job description

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 .

How you'll spend your time:

• You will s ource and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
• You will s teer administration of Client's wealth and trust accounts by being trusted partner .
• You will l ead high performance service delivery to clients by coordinating team delivering services .
• You will m anage and expand high-profile client relationships .
• You will p rovide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives .
• You will l ead a proactive, high-touch communication plan for all clients .
• You will p rovide wealth management subject matter expertise .
• You will p articipate in and attend meetings and functions as assigned .
• You will c reate 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 , o r combination of education and experience that provides an equivalent background.
• You have e xperience in Complex Trust Administration .
• You understand Business Development & COI Development .
• You p ossess Leadership Skills .
• You have a h igh level of emotional intelligence .
• You demonstrate e xcellent communication and presentation skills .
• You are an e xpert on wealth management issues pertinent to UHNW families .
• You have good relation ship management skills .
• You have the a bility to address client concerns and needs .
• You d emonstrate understanding of investment strategies utilized by UHNW clients .
• You d emonstrate understanding of tax challenges of UHNW clients .
• You show f amiliarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management .
• You d emonstrate extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning) .
• You have the a bility to identify 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 o ne or more of the following credentials : MBA , CFA, CFP®, CPA, CTFA, or JD .
• You have s upervisory or team leadership experience .
• You have 5+ years in demonstrated sales position .
• You are a ctive in community and professional organizations; considered a leader in the community.
• You have e xperience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

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

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

Supervision/Management : No direct management responsibilities

Compensation Range:

$141,354 - $207,900

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.

UBM 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 benef