Investment Officer IBD - Capital Markets

Be part of something more.A majority of our time is spent at work. We believe that time most meaningful when its spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we wont be constantly looking over your shoulderyoull be empowered to do whats right for our customers. Most importantly, were 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 wont find elsewhere.Are you ready to be part of something more?Youre more than a means to an enda 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 opportunity . UMBers are known for having multiple careers here and having their voices heard.UMBs 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 UMBs 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!Were excited to talk with you if:You have a Bachelor''s Degree in relevant field or four additional years of relevant work experienceYou have your Series 7 & 63UMB 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 [Click Here to Email Your Resumé] or call 816-860-7972 to let us know the nature of your request.

Created: 2025-11-15