13 oct
Umb Financial
Puerto Rico
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 industriesCross selling company products and services to existing clientsManaging territory to maximize sales resources and revenue opportunities and minimize expensesAnalyzing financial position and operational challenges of prospects to determine sales approachCoordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospectsMaintaining data in Sales Force and providing regular updates to sales directorDeveloping and maintaining relationships with industry/professional organizations and individualsParticipating in user group meetings and trade showsStaying abreast of current industry trends, competitors and all company products and servicesParticipating in on boarding processes along with other internal resources to assure seamless transition for new clientsOther duties as assigned We're excited to talk with you if:
You possess a Bachelor's DegreeYou have at least 7 years of experience in sales for financial services Deadline to apply: November 30, 2024 Compensation Range:
Minimum: $83,200.00 - Maximum: $214,560.00
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 ****** to let us know the nature of your request.
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▶️ Fund Services Business Development Representative Senior
🖊️ Umb Financial
📍 Puerto Rico