IBD Investment Officer

UMB Bank • Austin, TX • 1w ago

This role is responsible for selling investment securities to assigned correspondent bank or non bank institutional clients. Sell investment securities to assigned correspondent bank or non bank institutional clients within approved policy and regulatory guidelines Partner with sales team to expand existing customer relationships Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy Support business development effort through calling by phone and in person, direct mail, presentations and referrals Other duties as assigned Bachelor's Degree in relevant field or four additional years of relevant work experience NASD Series 7 & 63, or MSRB 52

Compensation Range:

$20,600.00 - $208,200.00

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, 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 talentacquisition@umb.com 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

Go to Apply

Director, BU Finance

Global Foundries • Austin, TX • 1d ago

Finance, Accounting & Banking

About GlobalFoundries: GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology compa...

1d ago

Go to Apply

Finance & Billing - Product Manager

Apple • Austin, TX • 1d ago

Finance, Accounting & Banking

Finance & Billing - Product Manager Austin, Texas, United States Software and Services Summary Posted: Oct 09, 2025 Role Number: 200625360-0157 At Apple, we focus deeply on our customers' experience. Apple Ads brings...

1d ago

Go to Apply

Finance Systems Support Manager

CVS Health • Austin, TX • 1d ago

Finance, Accounting & Banking

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading health solutions compan...

1d ago

Go to Apply

Finance Systems & Operations Manager

CVS Health • Austin, TX • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Mortgage Loan Originator

UMB Bank • Austin, TX • 2d ago

Finance, Accounting & Banking

UMB's mortgage team was started in 2013 when UMB made the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been i...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.