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 :

• Design and implement strategy to improve service delivery to clients
• Provide solution-oriented planning for high net worth clients including : FLP’s, LLC’s, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (i.e., gift, estate and income tax, retirement planning, investment planning, insurance, charitable gifting, asset protection planning, etc.).
• Develop relationships with professionals such as attorneys, financial advisors, and accountants that enhance business opportunities.
• Ensure compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures.
• Maintain expertise in UMB policies and procedures, state and federal laws and regulations, as well as industry regulations.
• Manage accounts as assigned.
• Travel to functions, businesses, and client homes in assigned territory

Requirements

MINIMUM :

PREFERRED :

Knowledge & Skills

MINIMUM :

PREFERRED :

Compensation Range :

$99,750.00 - $214,370.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

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