Trust Sales Advisor

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

Not verified last checked Jun 13, 2026

Salary

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401(k) match

Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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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

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