Fund Services Business Development Representative Senior

Job Listing ID:

4475757

Job Title:

Fund Services Business Development Representative Senior Application Deadline:

Open Until Filled

Job Location:

Salem

Date Posted:

04/18/2026

Hours Worked Per Week:

Not Provided Shift:

Not Provided Duration of Job:

Either Full or Part Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

As the Fund Services Business Development Representative Sr. , you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions. You must also create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals. How you will spend your time: Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries Cross selling company products and services to existing clients Managing territory to maximize sales resources and revenue opportunities and minimize expenses Analyzing financial position and operational challenges of prospects to determine sales approach Coordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospects Maintaining data in Sales Force and providing regular updates to sales director Developing and maintaining relationships with industry/professional organizations and individuals Participating in user group meetings and trade shows Staying abreast of current industry trends, competitors and all company products and services Participating in on boarding processes along with other internal resources to assure seamless transition for new clients Other duties as assigned We're excited to talk with you if: You possess a Bachelor's Degree You have at least 7 years of experience in sales for financial services •Remote position, looking for candidates based in or willing to relocate to

Texas Compensation Range:

$91,950.00 - $196,680.00 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? 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, s...

Job Classification:

Securities, Commodities, and Financial Services Sales Agents Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation

Salary:

Not Provided Job Requirements

Experience Required:

 See Job Summary

Education Required:

None

Minimum Age:

N/A Gender:

N/A