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UMB Bank IBD Investment Officer - Capital Markets Division in Boston, Massachusetts

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

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 opportunity . UMBers are known for having multiple careers here and having their voices heard.

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 IBD Investment Officer - Capital Markets Division is responsible for selling investment securities to assigned correspondent bank or non bank institutional clients within approved policy and regulatory guidelines. This role will partner with the sales team to expand existing customer relationships and work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy. The Officer will support business development effort through calling by phone and in person, direct mail, presentations and referrals.

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!

We’re excited to talk with you if:

  • You have a Bachelor's Degree

  • You have your Series 7 & 63 or MSRB 52

  • You have at least seven years of experience selling municipal securities

The pay range for a candidate selected for this position who is based in Colorado is typically $ 30,000 to unlimited potential annually based on commission. The selected candidate’s actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.

UMB offers competitive and varied benefits to its associates including 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.

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 or call 816-860-7972 to let us know the nature of your request.

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.