Capital Markets Investment Officer

Duties & Responsibilities

The position will have the following duties and responsibilities:

• Strategic sales leadership and development for new business development and increasing market share for Investor Solutions. and CMD balance sheet services
• Implements the strategic sales management process.
• Consults with depository institutions and state 529 programs about how UMB’s FDIC Sweep Program can enhance their cash management product offering to generate participation in taking deposits from our programs.
• Collaborates with members of IS and CMD to coordinate business development
• Prepares and presents proposals to prospective clients upon request.
• Establishes and maintains relationships with industry influencers and key strategic partners.
• Attends industry conferences
• Responsible for working with the IB Marketing Team to drive the creation and maintenance of all marketing collateral and reporting.
• Monitor competitor products and marketing activities.
• Expected to achieve market/team/individual metrics, customer retention goals and new sales production targets.
• Ensure all prospect activities are logged in Salesforce for both new prospects and existing clients
• May carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Other duties as assigned.

Knowledge & Skills

MINIMUM:

• Demonstrates ability to work proactively & collaboratively in a team environment
• Must have proven ability to identify and influence key decision-makers at C level and above within an organization
• Must have knowledge and sound understanding of a professional service (consultative) delivery process
• Possesses & demonstrates strong verbal communication skills
• Possess general marketing skills such as proposal writing, phone etiquette
• Demonstrates proficiency of Microsoft Office suite (Excel, Word, PowerPoint, & Outlook) and Salesforce
• Demonstrated Executive presence

PREFERRED:

• Prospecting, sales & business development
• Strategic planning, leadership & executive of sales plan

Requirements

MINIMUM:

• Bachelor’s degree or equivalent experience
• Ten (10) years successful sales experience
• Financial Services experience

PREFERRED:

• Advanced degree
• Large Client sales experience
• Experience with FDIC Sweep Programs, Payment Solutions, community bank balance sheet and A/L.
• Supervisory/leadership experience

Work Environment:

Must be able to travel to visit clients as required.

Supervision/Management: 

None

Compensation Range:

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 …