Business Development Officer - Remote

This position is responsible for selling UMB Fund Services outsourced back-office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbent must create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals. This includes:

- 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

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 opportunity. UMBers are known for having multiple careers here and having their voices heard.

The Fund Services Business Development Officer is responsible for selling UMB Fund Services' outsourced back-office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbent must create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals.

How you'll 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:

• Bachelor's Degree
• 7+ years' experience in sales for financial services
• 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
• Proven ability to develop long term industry relationships
• Professionalism to manage sales process through multiple decision makers and C level executives
• Ability to work independently and in team environment
• Proficiency with sales management system such as Sales Force
• Demonstrates ability to be self-starter and show initiative
• Demonstrates strong communication skills (verbal & written)
• Demonstrates proficiency in Word, Excel, PowerPoint
• Demonstrates ability to manage time effectively to balance new & existing relationships to meet goals