Trust Sales Advisor
UMB Financial CORP - 2 Locations
Posted May 12, 2026
Benefits
- Parental leave
- Not verified
- Non-birth-parent leave
- Not verified
- Family-building benefits
-
- Fertility benefits: Not verified
- Adoption assistance: Offered From the posting source checked Jun 20, 2026
- Surrogacy assistance: Not verified
- Mental health support
- Offered From the posting source checked Jun 20, 2026
- Relocation assistance
- Not verified
- Childcare support
- Not verified
- Learning budget
- Offered From the posting source checked Jun 20, 2026
- Verification
- Not verified checked Jun 13, 2026
- Salary
- $110K-$236K From the posting source checked Jun 20, 2026
- 401(k) match
- Reported from DOL Form 5500 industry filing (not employer-specific)
Was this benefit information wrong? Tell us.
Market context
- U.S. role benchmark (BLS OEWS)
- $57,704 U.S. median for this role
- Projected growth (BLS Employment Projections)
- +0.9% - Slower
U.S. benchmark only; posted salary is not compared across countries or currencies.
Matched to SOC 41-2031 - Sales aggregate by role bucket.
Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.
Role
Schedule
- Shift type
- Not verified
- Weekend work
- Not verified
Company
Application
- Cover letter
- Not verified
- Assessment
- Not verified
- Deadline
- Not stated
Where they hire
State eligibility is not yet verified.
About this role
Trust Sales Advisor 2 Locations The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client relationships with Private Wealth's ultra-high net worth Trust market segment . The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships, in particular those requiring complex trust administration . This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our most highly-complex and high-value client's Trust and Investment Management accounts. How you'll spend your time: You will s ource and develop high-net-worth client relationships through networking, referrals, and targeted outreach. You will s teer administration of Client's wealth and trust accounts by being trusted partner . You will l ead high performance service delivery to clients by coordinating team delivering services . You will m anage and expand high-profile client relationships . You will p rovide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives . You will l ead a proactive, high-touch communication plan for all clients . You will p rovide wealth management subject matter expertise . You will p articipate in and attend meetings and functions as assigned . You will c reate and lead presentations to external and internal COIs on estate
Read the full description at umb.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.
Apply link verified; last checked Aug 10, 2026.
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