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Fund Services Business Development Representative Senior

UMB Bank
Location 📍 Montgomery, United States
Posted 📅 June 02, 2026
Work Type ⏰ Full-time

Position Overview

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 po...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Montgomery, United States