Retirement Client Advisor

Retirement Client Advisor

The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs.

Responsibilities include :

• Delivering an unparalleled customer experience while managing a book of business and building client relationships.
• Partnering with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations.
• Regularly meeting with clients for ongoing 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.
• Providing consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice.
• Creating and maintaining networking relationships to create a pipeline of business.
• Achieving annual new business revenue goals for assigned accounts and / or territory.
• Maintaining client information in a CRM tool.
• Understanding the benefits of UMB products and effectively differentiating UMB Retirement Services from the competition.
• Providing interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments.
• Completing annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeping up-to-date knowledge of BSA as it relates to the job function.

Qualifications include :

Compensation Range : $110,250.00 - $235,810.00. 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.

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, 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.

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