- Prepare written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements.
- Prepare credit and bond sizing analysis for prospective transactions, manage rating presentations and coordinate work flow through negotiation and settlement of transactions.
- Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities.
- Achieve performance metrics, customer retention goals, and new business revenue targets.
- Active engagements of the future success to ensure existing products are robust and work jointly to selectively establish new product/solution offerings.
- Balance the needs of the customer and UMB in both profitability and the risk guidelines and guide the team in these areas.
- Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
- You have a Bachelors degree in Finance, related area or equivalent experience
- At least 5 years related experience
- License Required: Series 7 and 63, or MSRB 52
-
Financial Advisor
5 days ago
Augustine Talent Group Texas, United StatesFinancial Advisor - Houston, Dallas, Austin, and San Antonio · As a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architec ...
Public Finance Banker - Texas, United States - UMB Financial Corporation
Description
This position will originate new public finance business primarily in the assigned geographical/line of business market.
How you'll spend your time:
We're excited to talk with you if:
Compensation Range:
Minimum: $124, Maximum: $321,830.00The 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.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
