Senior Investment Strategist

4 weeks ago


Denver, Colorado, United States UMB Financial Corporation Full time
Investment Strategist Senior Job Description

At UMB Financial Corporation, we are seeking a highly skilled Investment Strategist Senior to join our team. As a key member of our Private Wealth Management division, you will be responsible for developing and implementing investment strategies for our high-net-worth clients.

Key Responsibilities:
  • Develop and oversee investment functions, including policies, procedures, reporting, and performance metrics.
  • Collaborate with our Portfolio Construction Desk to open investment advisory accounts and manage client portfolios on a discretionary basis.
  • Assist Wealth Advisors and Managing Partners with analyzing portfolios and developing advanced Portfolio Management solutions.
  • Serve as the investment expert during client meetings, leading discussions around investment strategy options and performance.
  • Develop and oversee asset allocation recommendations, setting up portfolios and providing rebalance instructions.
  • Review and develop recommendations for appropriate benchmarks for client portfolios.
  • Participate in investment committees and other duties as assigned.
Requirements:
  • College degree or relevant experience.
  • 8 years' experience in Investment Management, Financial Planning, or Brokerage.
Knowledge & Skills:
  • Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
  • Demonstrate ability to develop, expand, and close relationships with clients and external professionals.
  • Demonstrate strong communication skills (verbal, written, listening, presentation).
  • Demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies, and procedures.
  • Demonstrate strong leadership skills.

UMB offers competitive benefits, including paid time off, a 401(k) matching program, annual incentive pay, and more. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application.



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