Fund Services Business Development Representative Senior

Description:

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 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
 

• You possess a Bachelor’s Degree
• You have at least 7 years of experience in sales for financial services