Be part of something more.
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder-you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
Are you ready to be part of something more?
You’re more than a means to an end-a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard.
This position will originate new public finance business primarily in the assigned geographical/line of business market. How you’ll spend your time:
Prepare written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements.
Prepare credit and bond sizing analysis for prospective transactions, manage rating presentations and coordinate work flow through negotiation and settlement of transactions.
Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities.
Achieve performance metrics, customer retention goals, and new business revenue targets.
Active engagements of the future success to ensure existing products are robust and work jointly to selectively establish new product/solution offerings.
Balance the needs of the customer and UMB in both profitability and the risk guidelines and guide the team in these areas.
Carry out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
We’re excited to talk with you if:
You have a Bachelors degree in Finance, related area or equivalent experience
At least 5 years related experience
License Required: Series 7 and 63, or MSRB 52
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 e-mail to ~~~ to let us know the nature of your request.
Who we are
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.
Learn more about The Road to a Career at UMB