Now Hiring - Director of Private Wealth Sales and Delivery in Leawood, KS

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.

UMB’s Private Wealth Management custom-tailors services for high net worth clients by incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future.

The Director of Sales and Delivery directs the sales activities of Wealth Advisors, Financial Advisors, business exit planning, and the financial planning activities led by Financial Planners across UMB’s footprint. You will provide leadership and direction to the UMB Private Wealth Management organization overseeing the strategic sales and delivery efforts of the division. This includes oversight, business development, strategic vision, advisory practice management, recruitment, leadership and regional community representation. Your leadership drives financial performance through growth strategies, sales performance, expense efficiencies and budget management. The position reports to the President of Private Wealth Management and works closely with other department heads to foster teamwork and cross sales.

How you will spend your time:

We are excited to talk with you if:

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.

Compensation Range: