IBD Investment Officer

Investment Securities Sales Representative

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

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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an email to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.