Director of Private Wealth Sales and Delivery

Be part of something more. A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere. UMB’s Private Wealth Management custom-tailors services for high net worth clients by incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future.  The Director of Sales and Delivery directs the sales activities of Wealth Advisors, Financial Advisors, business exit planning, and the financial planning activities led by Financial Planners across UMB’s footprint. You will provide leadership and direction to the UMB Private Wealth Management organization overseeing the strategic sales and delivery efforts of the division. This includes oversight, business development, strategic vision, advisory practice management, recruitment, leadership and regional community representation. Your leadership drives financial performance through growth strategies, sales performance, expense efficiencies and budget management. The position reports to the President of Private Wealth Management and works closely with other department heads to foster teamwork and cross sales. How you will spend your time: Design and implement strategy to increase sales, improve service quality (new asset growth and retention) Responsible for the entire wealth management engagement with clients, leading with comprehensive financial planning at the center Manage associate performance and professional development Ensure strategic objectives are translated into effective tactical operations within each advisory practice Establish collaborative partnerships within the UMB footprint focused on internal partnering to accomplish regional and divisional goals Maintain thorough knowledge of all federal, state, and local regulations and industry required regulations. Requires compliance with applicable regulations, bank's policies and ensures UMB Private Wealth's sales associates fully comply with regulations Establish sales production goals and objectives Develop and deliver sales planning, coaching and pipeline management Conduct the Performance Management process quarterly and one on one meetings with sales force. Plan and execute national sales meetings Contributing member of PWM Leadership working closely with Regional and Department leaders of Private Wealth, Consumer Services, and Commercial Banking. Enforce UMBFSI, UMB Bank and UMBFC policies and procedures. We are excited to talk with you if: You have 10 years of sales leadership experience within Financial Services Bachelor’s degree in relevant field or combination of education and experience that provides equivalent background FINRA series 7, 24, and 66 (or 7, 24, 563 and 65) licenses or ability to attain within 120 days Demonstrates strong knowledge of securities/financial industry, investment products, knowledge of Wealth Advisor sales, client service and operational best practices Proven experience working with advisor practices to drive organic growth 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. Compensation Range: Minimum: $164,010.00 - Mid Point: $234,360.00 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 and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB

Salary : $164,010 - $234,360