Count on more.
Retirement Client Advisor
Location
Minnesota + 1 moreAll locations: Minnesota | Wisconsin
Posted
1 day ago
Salary
$99.8K - $189K / year
Seniority
Senior
Job Description
Retirement Client Advisor
UMB Bank
• Generates new business opportunities and manages a customer portfolio defined in the business plan • Delivers exceptional service in managing his/her book of business and building client relationships • Partners with internal 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 • Facilitates or delivers 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 products and effectively differentiate UMB's Retirement Services from the competition • Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments • Performs other duties as assigned.
Job Requirements
- Bachelor’s Degree in Business Administration/Management, Finance or related field or equivalent work experience
- 5-7 years in the financial services industry with a minimum of 3 years specific experience in a sales role
- 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
- Solid understanding of plan design, compliance and testing, and industry standards
- Good written/verbal communication, organization and client service skills
- Ability to maintain professional working relationships with internal and external clients
- Ability to interpret documents and resolve technical problems
- Critical thinking and problem-solving skills to identify and recommend appropriate follow-up action
- Bonus points if:
- Chartered Financial Analyst - CFA - CFA Institute
- Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association - IMCA
- Qualified Plan Financial Consultant (QPFC) - National Association of Plan Advisors
- Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc.
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Related Guides
Related Categories
Related Job Pages
More General Jobs
Principal Investigator
Providence EngineeringConstructible, affordable and timely solutions for more than 30 years.
• Involved in both office and field responsibilities • Function as part of a team under the direction of the Cultural Resources Program Manager • Contribute to proposal development, budgeting, scheduling, and research design • Prepare and review site forms, and technical reports • Ensure projects are conducted in accordance with applicable regulatory requirements and professional standards • Supervise field activities, such as conducting archaeological monitoring, site recording, pedestrian and subsurface surveys, and data collection • Additional responsibilities may include laboratory analysis and data management
• Lead the implementation and optimization of Databricks services in the customer's environment. • Implement advanced capabilities such as Unity Catalog, AI/ML models, Delta Sharing, automated identity management (AIM/SCIM) and budget policies for cost governance and tagging. • Collaborate with Databricks and customer platform teams to enhance and enable secure data sharing. • Support the design and optimization of networking between Databricks environments. • Partner with Product and Engineering teams to improve user experience, service provisioning models and new Databricks platform capabilities. • Coordinate initiatives across teams to enable AI-driven workflows and advanced analytics capabilities within Databricks.
• Coordinate and manage the export process from start to finish • Prepare and process export documentation, including bills of lading, invoices, and certificates of origin • Ensure compliance with international trade regulations and company policies • Utilize CargoWise software to manage shipments, track inventory, and generate reports • Communicate with freight forwarders, customs brokers, and other stakeholders to ensure timely delivery of goods • Resolve any issues or discrepancies related to export shipments • Maintain accurate records and documentation for all export activities • Provide excellent customer service to clients and address any inquiries or concerns
• You will own, build, and run your startup in fields such as EdTech • You will embark on an extensive personal development journey crafted by unicorn founders and follow a fully customised programme enhancing your goal, time, and energy management • You will receive support in hiring through our network to over 50,000 professionals and advice as well as best practices from serial entrepreneurs • You will receive intensive coaching to make your startup ready to raise millions in funding • You will iterate your product with us until having reached product-market-fit and receive support in building up a sales force or creating a marketing engine respectively
