Trust Sales 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

Hybrid

Madison WI

Dubuque IA

Full time

R-8247

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 IL, IA, MN or WI .

Compensation Range:

$110,250.00 - $235,810.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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?

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