Manager Trust Administration

This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of trust professionals across assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts.

Other responsibilities include:

Requirements
MINIMUM:

• 10+ years of legal/fiduciary experience
• Experience in management and supervision of professional staff

PREFERRED:

• CTFA/CFP Professional Designation
• JD Degree

Knowledge & Skills
MINIMUM:

• Experience successfully leading and developing subject matter experts.
• Demonstrates strong knowledge of state and federal laws and regulations related to financial industry and fiduciary services
• Demonstrates extensive knowledge of Trust and Financial services (i.e., investments, insurance, brokerage, private banking, financial planning, retirement planning)
• Demonstrates excellent communication and presentation skills, both written and verbal
• Demonstrates ability to work with clients and prospects of varied backgrounds and experiences
• Demonstrates excellent ability to listen to customer concerns and then address concerns positively, tactfully and diplomatically.
• Demonstrates strong risk management analysis and skills
• Experience building strong internal partnerships with members of an extended team to help deliver business unit success.

PREFERRED:

• Ability to translate complex legal and trust issues into understandable terms
• Ability to lead, influence and partner with both internal and external team members
• Ability to adapt to multiple demands, ambiguity and rapid change
• Active participation on professional and community organizations
• Ability to work independently and be a self-starter

Compensation Range:

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.

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 opportunities. UMBers are known for having multiple careers here and having their voices heard.