Manager – Retirement Services Operations, Sales Support

UMB Bank

Manager of Retirement Services leading a team in operations and sales support for advisors. Ensuring efficient client service and strategic sales growth through collaboration and technology management.

Posted 5/6/2026full-timeKansas City • Colorado, Kansas, Montana • 🇺🇸 United StatesSeniorLead💰 $69,230 - $149,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a lead technical resource for advisors, collaborating with them to resolve complex client matters and ensure high-quality service delivery
Oversee day-to-day operations, monitor service levels, produce reports, and streamline internal processes to enhance efficiency and client satisfaction
Handle escalated issues and manage client and participant engagement strategies
Develop sales support strategies, drive operational initiatives, and contribute to budget/strategic planning
Provide resources, tools (CRM), training, and materials (proposals, presentations) to sales teams for efficiency
Act as a key liaison for complex inquiries from plan sponsors, brokers/agents, and financial partners
Design, implement, and sales support sales processes, systems (like Salesforce), and technology, ensuring data accuracy
Create accurate, timely reports on client portfolios, analyzing performance/risk, ensuring data accuracy from various recordkeeping partners
Collaborate with investment teams to explain financial data to clients
Monitor market trends and drive adoption of advisory solutions
Oversee billing operations for Retirement Plan Services, processes (invoicing, claims, A/R)
Ensure compliance and efficiency to maximize revenue
Ensure all business activities effectively identify, measure, monitor, and control risks in accordance with company policies and procedures

Requirements

What you’ll need

10+ years of progressive experience in the Retirement Plan Industry OR any combination of education and experience that would provide an equivalent background
3 years' supervisory experience
Deep understanding of retirement sales and services operations, sales cycles, and CRM systems (e.g., Salesforce)
Strong leadership, interpersonal skills, and strong project management skills
Bachelor's degree or equivalent combination of education and work experience
Analytical skills for data interpretation and problem-solving
Expert knowledge of Microsoft Excel and proficiency in other Microsoft Office applications
Ability to maintain a high level of confidentiality in responsibilities
Accredited Investment Fiduciary (AIF) or similar fiduciary designations (preferred)
ASPPA certifications (QKA, QPA) or CEBS designations (preferred)

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement sales operationssales cyclesdata analysisreportingbudget planningrisk managementprocess improvementCRM systemsMicrosoft ExcelMicrosoft Office

Soft Skills

leadershipinterpersonal skillsproject managementanalytical skillsconfidentialityclient engagementcommunicationcollaborationproblem-solvingstrategic planning

Certifications

Accredited Investment Fiduciary (AIF)ASPPA QKAASPPA QPACEBS designations