How you’ll spend your time:  

• Developing new COI relationships and nurturing established COI relationships: coordinating/attending meetings with COI firms at events, assisting with sponsored events where COIs are present, creating events that engage COIs, facilitating introductions between COIs and firm leadership/business development reps
• Engaging key targets consistently through email, LinkedIn campaigns and one-on-one LinkedIn interactions, collaborating on creating content that will appeal to key targets
• Developing and executing various email outreach campaigns: regionally specific, product specific, etc.
• Document all lead generation activities in Salesforce (web, calls, emails, meetings etc.)
• Monitor and manage assignment of inbound inquiries received via web, email and call center via Salesforce
• Prioritize leads and manage lead development with sales team
• Contribute to the preparation of various marketing pieces and presentations related to the business development efforts of the Institutional Banking line of business
• Stay current on industry trends related to various offerings within the Institutional Banking division including Fund Servicing, Fund Accounting, Transfer Agency and Custody.
• Develop expertise in lead generation sales tools such as Salesforce, LinkedIn Sales Navigator and others
• Develop expertise in the various Institutional Banking divisions including Fund Servicing, Fund Accounting, Transfer Agency and Custody.
• Represent UMB at industry conferences as assigned
• Other duties as assigned

We’re excited to talk with you if:

• You possess a Bachelor's degree or equivalent work experience
• You possess at least (3) years experience in B2B sales or marketing
• You possess at least (3) years of experience with Salesforce and/or LinkedIn
• Understanding of basic deal structure and an ability to use pro-forma presentation of pricing data
• Strong technical writing and communication skills
• Ability to effectively use Word, PowerPoint, Excel LinkedIn and Salesforce

Compensation Range:

Minimum: $57,760.00 - Maximum: $149,000.00

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 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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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 [email protected] 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.