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The Financial Advisor is responsible for sales, business development, and client relationship management for investment services, requiring 7 years of experience, specific licenses, and strong financial planning knowledge.

Serve as liaison to vendor QA teams and internal stakeholders to coordinate testing integration, delegate QA work, manage schedules and dependencies, improve testing standards and automation, evaluate load/performance testing needs, and perform/manual testing as needed.

Manage and grow a portfolio of business clients ($1M–$20M revenue) through prospecting, referrals, and community networking. Originate and service loans, analyze credit and financial statements, structure lending solutions, monitor portfolio credit quality, collaborate with internal partners (treasury, trust, international), and maintain CRM. Responsible for profitable portfolio growth and regulatory/compliance monitoring.

Manage and grow relationships with small-to-midsize business clients by generating lending, deposit, and fee income; prospecting and following up on leads; performing credit analysis, loan structuring, and portfolio risk monitoring; coordinating treasury and other banking services; maintaining CRM; and participating in community outreach to drive profitable portfolio growth and compliance.

Manage and grow a portfolio of business clients ($1M–$20M revenue) through prospecting and referrals; originate and structure loans; perform credit and financial analysis; monitor portfolio risk and compliance; collaborate with internal partners; use CRM and participate in community networking to drive profitable growth.

The Commercial Relationship Manager builds and manages a portfolio, develops client relationships, and assesses financial needs to drive sales for UMB's commercial banking services.

As a Fund Administrator III, you will oversee financial statement preparation, compliance testing, and client coordination, primarily in fund administration.

Perform general ledger accounting, enter trade information, price securities, reconcile accounts, and prepare client financial statements and reports. Ensure data accuracy, operate Excel and UMB accounting systems, interact with clients to address requests, and progressively take on more complex tasks and peer review responsibilities.

Support accounting, bookkeeping, and reporting for alternative investment clients: perform general ledger tasks, enter trades, price securities, reconcile accounts, prepare client financial statements and reports, and communicate with clients and investors.

Lead and support full-cycle payroll for 5,000+ employees across 40+ states using Workday. Configure and test payroll, time, absence, and scheduling modules; reconcile payroll and taxes; audit reports; resolve complex payroll issues; produce reporting and training materials; partner with HR, IT, Legal, and business teams on projects and system changes.