Fund Services Business Development Representative Senior

UMB Bank • Hartford, CT • 3h ago

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, 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

Similar Jobs

Executive Administrative Assistant (Onsite)

RTX Corporation • East Hartford, CT • 1h ago

Management & Administrative

Date Posted: 2026-04-16 Country: United States of America Location: US-CT-EAST HARTFORD-ETC ~ 400 Main St ~ BLDG ETC Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: U.S. citizens...

1h ago

Go to Apply

Care Management Support Assistant 3

Humana • Hartford, CT • 3h ago

Management & Administrative

Become a part of our caring community KEY ACCOUNTABILITIES You will assist beneficiaries with eligibility process and support the family to ensure enrollment into the ACD and overcome barriers to obtaining required paper...

3h ago

Go to Apply

Regional Market Manager

Liberty Bank • Middletown, CT • 9h ago

Management & Administrative

At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sus...

9h ago

Go to Apply

Sr Consulting Manager, Capital Markets

Cognizant • Hartford, CT • 9h ago

Management & Administrative

About Cognizant Consulting Cognizant Consulting is more than Cognizant's consulting practice-we're a global community of 5,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry an...

9h ago

Go to Apply

Chief Strategy & Market Intell Officer

Hartford Steam Boiler Inspection and Insurance Company • Hartford, CT • 9h ago

Management & Administrative

Chief Strategy & Market Intell Officer Location: Hartford, CT, US Job Type: Full-Time Work Mode: Hybrid Job Level: Management & Leadership Job ID: 12796 Company: HSB Employment Type: Regular Area of Expertise: Cl...

9h ago

Go to Apply

Operations Manager

CVS Health • Waterbury, CT • 10h ago

Management & Administrative

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

10h ago

Go to Apply

Facilities Operations Manager - Mechanical

Oracle • Hartford, CT • 10h ago

Management & Administrative

Job Description As Facilities Operations Manager - Mechanical , you will lead the safe, reliable, and efficient operation of mission-critical mechanical systems supporting OCI data centers. Reporting to the Site Operatio...

10h ago

Go to Apply

People Operations Manager

Datavant • Hartford, CT • 10h ago

Management & Administrative

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the...

10h ago

Go to Apply

Facilities Operations Manager - Electrical

Oracle • Hartford, CT • 15h ago

Management & Administrative

Job Description As Facilities Operations Manager - Electrical , you will lead the safe, reliable, and compliant operation of mission-critical electrical systems supporting OCI data centers. Reporting to the Site Operatio...

15h ago

Go to Apply

Manager, Software Engineering

Cengage Group • Hartford, CT • 17h ago

Management & Administrative

We believe in the power and joy of learning At Cengage, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innova...

17h 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.