Fixed Income Specialist (Hybrid)

UMB’s Capital Markets Division works with financial institutions, institutional investment clients, municipalities, public and not-for-profit organizations to deliver a full range of innovative capital solutions, including fixed income sales and trading, underwriting, and more. Our highly tenured team and personal service, paired with our strong underwriting capabilities, market insight and consistent capital backing uniquely position us to serve our clients.

The Fixed Income Specialist role provides administrative support to sales associates and customer service to internal and external clients within Asset Management. This role is responsible for buying, selling, and trading securities as well as taking and placing securities orders as directed. From this position you will interact with partners in various areas in operations to ensure accurate set up of new account services, resolve operational problems, and process various money movements/transactions and wire transfers. You will also be responsible for all documentation required to meet compliance standards and bank regulations, and will prepare all account documents, loan documents, reports, and correspondence. Within the Fixed Income Specialist role, you will also manage assigned sales associates calendar; schedule appointments, organize and plan meetings, maintain appropriate follow up, arrange travel and process all expense reports and mileage reports monthly.

Working in the Capital Markets Division can be challenging, rewarding, and very client oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

How you’ll spend your time:

You will respond to customer service problems/questions from internal and external sources in a professional and timely manner.

You will complete necessary documentation/research for any account maintenance changes and ensure that the change is completed.

You will take and place orders, provide market and account information, document preparations, mailing, submission and filing. Prepare and deliver customer analysis, reports and communications.

We’re excited to talk with you if:

You have four (4) years of related experience

You currently possess a NASD 7 & 63 license or can successfully receive them within 6 months of hire date

Compensation Range:

Minimum: $38,910.00 – Maximum: $90,090.00

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?

Youre more than a means to an end—a way to help us meet the bottom line. UMB isnt 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. Youll 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 talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/PrivacyNoticeforCaliforniaCandidatesOriginalfile.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMBs vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMBTuceBookOriginalfile.pdf)

Check out the road to a career at UMB