Job 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