Delivers an unparalleled customer experience while managing a book of business and building client relationships.
Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations.
Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions.
Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice.
Creates and maintains networking relationships to create a pipeline of business.
Achieves annual new business revenue goals for assigned accounts and/or territory.
Maintains client information in a CRM tool.
Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition.
Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments.
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
Requirements
Bachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred
5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role required
Retirement Plan Services experience strongly preferred
Broad knowledge of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus
Prior experience with DC retirement plans and understanding of regulations related to ERISA, DOL, and IRS required
Solid understanding of plan design, compliance and testing, and industry standards required
Good written/verbal communication, organization and client service skills required
Ability to provide unparallelled customer experience to externa clients andid internal associates
CFA, CIMA, QPFC, CFP preferred
Compensation Range:
$110,250.00 - $235,810.00
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Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedule
Additional Information
RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX
The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs.
Umb · Dallas - 5950 Berkshire Lane, #1600, TX