Retirement Client Advisor

🕒 June 25

❄️ Minnesota, Wisconsin – Remote

❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $141.4k - $207.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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UMB Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1913

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.

📋 Description

• Generate new business opportunities and manage a customer portfolio defined in the business plan • Serve as the primary contact for new or existing customers • Present formal product proposals and maintain ongoing prospects for new business development • Build customer relationships and customer loyalty by listening and responding to customer needs • Manage a book of business and build client relationships • Partner with Portfolio Management and Research on market narrative, manager selection and monitoring, strategy decisions, and communicating recommendations • Meet regularly with clients for ongoing plan and investment reviews • Educate and communicate with clients about market conditions, investments, performance, strategy, regulatory or tax changes, and other factors influencing plan decisions • Consult plan sponsors on participant education programs • Facilitate or deliver participant education and advice • Create and maintain networking relationships to build a business pipeline • Achieve annual new business revenue goals for assigned accounts and/or territory • Maintain client information in a CRM tool • Differentiate UMB's Retirement Services from competitors • Provide interdisciplinary expertise while partnering with bank leadership and other departments • Perform other duties as assigned

🎯 Requirements

• Bachelor's Degree in Business Administration/Management, Finance, or related field, or equivalent work experience • 5–7 years in the financial services industry, including at least 3 years in a sales role • Broad knowledge of financial markets, asset allocation principles, and financial products • Experience in investment manager selection and monitoring is a plus • Prior experience with defined contribution retirement plans and understanding of ERISA, DOL, and IRS regulations • Strong understanding of plan design, compliance and testing, and industry standards • Good written and verbal communication, organization, and client service skills • Ability to maintain professional working relationships with internal and external clients • Ability to interpret documents and resolve technical problems • Critical thinking and problem-solving skills to identify and recommend appropriate follow-up action • CFA, CIMA, QPFC, or CFP certifications are bonus points

🏖️ Benefits

• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Medical, dental, vision, and other insurance coverage • Health savings, flexible spending, and dependent care accounts • Adoption assistance • Employee assistance program • Fitness reimbursement • Tuition reimbursement • Associate wellbeing program • Associate emergency fund • Various associate banking benefits