Fund Services Business Development Representative Senior

Job description

As the Fund Services Business Development Representative Sr. , you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions. You must also create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals. How you will spend your time: - Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries - Cross selling company products and services to existing clients - Managing territory to maximize sales resources and revenue opportunities and minimize expenses - Analyzing financial position and operational challenges of prospects to determine sales approach - Coordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospects - Maintaining data in Sales Force...