Legal Counsel- Private Wealth (Hybrid)
Umb Financial Corporation See More Job Openings by This Employer
The Trust Legal Counsel will provide hands-on legal support and counsel to and work with business leaders, managers, and colleagues on legal issues impacting UMB and its subsidiaries.
How you will spend your time:
Advises and serves as a legal resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients' advisors regarding issues relating to the UMB's administration of fiduciary accounts.
Assists in supervising the handling of decedents' files to ensure adequately complying with its duties as custodian of Bank clients' will, trust and estate administration.
Reviews and advises on investment related issues/topics.
Reviews and advises on issues related to Registered Investment Advisors and Broker Dealers.
Experience working with accounts regulated by SEC, FINRA, OCC, MSRB and ERISA.
Reviews documents in a timely, accurate and thorough manner applying current applicable laws, rules and regulations and UMB policies and procedures.
Drafts appropriate documents in a timely, accurate and thorough manner applying current applicable laws, rules and regulations and UMB policies and procedures.
Provides accurate and current information as requested and as appropriate, conducting research in an efficient and thorough manner.
Confers and communicates with Legal Team Members, Managing Directors, Trust Advisors, Trust Associates, Wealth Advisors, Financial Advisors, Portfolio Managers, Financial Planners, Corporate Legal and members of Management as well as investment advisors, accountants, financial planners and attorneys employed by account clients.
Provides education and training to other Private Wealth Management and Bank personnel as appropriate.
Assists with projects and research requested by Private Wealth Management
Assists with litigation relating to Private Wealth accounts, coordinating with internal litigation attorneys and outside counsel.
Assists with the management of outside counsel relationships for Private Wealth.
Participates on committees, attends meetings and functions as deemed necessary by Management.
Other duties as assigned.
We’re excited to talk with you if you have:
Bachelor’s degree
JD and licensed to practice law.
4 years of demonstrated experience in related law practice.
Knowledge in Trust, Estate and Financial Planning, Real Estate, Oil and Gas, Farms, Tax, Probate Administration, Charitable Planning, Retirement Planning, and other related areas.
Demonstrates working knowledge of investments and insurance products.
Demonstrates excellent written and verbal communication skills.
Demonstrates knowledge of Private Wealth and Bank products and services.
Demonstrates proficiency in Microsoft Office (Word, Excel, Outlook).
Demonstrates good organizational skills.
Compensation Range:
Minimum: $99,750.00 - Maximum: $257,250.00The 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 talentacquisition@umb.com to let us know the nature of your request.
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