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As a Tax Information Reporting Analyst, you will review tax forms, assist with tax reporting processes, and ensure compliance with U.S. tax information reporting and FATCA. You will also prepare training materials and keep updated with tax reporting issues.

The Trust Legal Counsel will provide legal support to UMB's Private Wealth Management, advising on fiduciary accounts, supervising decedents' files, and reviewing investment-related issues. Responsibilities include drafting documents, conducting legal research, training staff, and managing outside counsel relationships.

The Sr Financial Planner provides financial planning services to Private Wealth Management clients, focusing on high-value family segments. Responsibilities include client interactions, mentoring junior planners, managing escalated inquiries, and ensuring client satisfaction. The role requires staying updated on regulations and maintaining client relationships while overseeing financial planning activities and compliance.