Fund Services Business Development Representative Senior

Umb Bank

Phoenix, AZ(remote)

JOB DETAILS
SALARY
$91,950–$196,680 Per Year
SKILLS
Accounting, Administrative Skills, Business Development, Construction, Cross-Selling, Customer/Client Research, Financial Services, Hedge Funds, Market Trend Analysis, Mutual Funds, Outsourcing, Real Estate, Sales, Sales Prospecting, Strategic Planning, Territory Management
LOCATION
Phoenix, AZ
POSTED
1 day ago

The Senior Fund Services Business Development Representative is responsible for selling outsourced back-office solutions and turnkey programs to financial intermediaries across a national territory.
They should have industry knowledge of mutual funds, hedge funds, ETFs, private equity, real estate, and related accounting and administration functions.
The role involves prospecting, assessing client needs, cross-selling products, managing a strategic territory plan, and building industry relationships.
Additional responsibilities include coordinating with internal teams, maintaining sales data, participating in industry events, and staying informed on market trends.
Applicants need a Bachelor's Degree and at least 7 years of financial services sales experience.
This remote position is based in or willing to relocate to Texas, with a compensation range of $91,950 to $196,680.
Benefits include health coverage, retirement plans, incentive pay, paid time off, and professional development opportunities.

About the Company

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Umb Bank