IBD Investment Officer

Investment Securities Sales Role

This role is responsible for selling investment securities to assigned correspondent bank or non-bank institutional clients. Sell investment securities to assigned correspondent bank or non-bank institutional clients within approved policy and regulatory guidelines. Partner with sales team to expand existing customer relationships. Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy. Support business development effort through calling by phone and in person, direct mail, presentations and referrals. Other duties as assigned.

Bachelor's Degree in relevant field or four additional years of relevant work experience NASD Series 7 & 63, or MSRB 52.

Compensation Range : $20,600.00 - $208,200.00

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.

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