Trust Advisor Senior

Trust Advisor Sr

Hybrid

Kansas City MO

Full time

UMB’s Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling complex situations.  

The Sr. Trust Advisor  within our Private Wealth Management team builds long-term client relationships and enhances existing relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings and meeting client service level standards.  Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. 

How you’ll spend your time: 

• Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. 

• Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures. 

• Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives. 

• When appropriate, for accounts without an assigned Portfolio Manager, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice.  

• Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations. 

• Other duties as assigned. 

We’re excited to talk with you if:   

• You possess a college degree and demonstrates extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning). 

• You have 10 or more years’ experience in Trust Administration, problem solving and dispute resolution and assistance with litigation management. 

• You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation. 

• Demonstrates high proficiency in Microsoft Office (Word, Excel, Outlook, etc.).  

• Or, you have a combination of education and experience that provides an equivalent background.  

Bonus Points if: 

• One advanced degree relative to financial & estate planning 

• Juris doctorate 

• Supervisory experience 

• Active in community and professional organizations; considered a leader in the community. 

Compensation Range:

$83,200.00 - $178,800.00

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.