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Business Development Representative Sr
UMB Financial Corporation
Lake Forest, IL, United States
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Duties and Responsibilities
This position is responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbent must create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals. This includes:
• 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 position and operational challenges of prospects to determine sales approach
• Coordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospects
• Maintaining data in Sales Force and providing regular updates to sales director
• Developing and maintaining relationships with industry/professional organizations and individuals
• Participating in user group meetings and trade shows
• Staying abreast of current industry trends, competitors and all company products and services
• Participating in on-boarding processes along with other internal resources to assure seamless transition for new clients
• Other duties as assigned
Minimum Requirements
• Bachelor's Degree
• 7 years experience in sales for financial services
Preferred Requirements
• 10 years experience in sales for financial services
Minimum Knowledge and Skills
• 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
• Proven ability to develop long term industry relationships
• Professionalism to manage sales process through multiple decision makers and C-level executives
• Ability to work independently and in team environment
• Proficiency with sales management system such as Sales Force
• Demonstrates ability to be self-starter and show initiative
• Demonstrates strong communication skills (verbal & written)
• Demonstrates proficiency in Word, Excel, PowerPoint
• Demonstrates ability to manage time effectively to balance new & existing relationships to meet goals
Work Schedule
Monday-Friday: 8:00am-5:00pm