Senior Investment Strategist
4 weeks ago
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.
- College degree or relevant experience.
- 8 years' experience in Investment Management, Financial Planning, or Brokerage.
- 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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Senior Investment Strategist
4 weeks ago
Denver, Colorado, United States UMB Financial Corporation Full timeJob SummaryThe Senior Investment Strategist role at UMB Financial Corporation is a key position within the Private Wealth Management team. This individual will work closely with high-net-worth clients to create custom investment solutions that align with their goals and objectives.Key ResponsibilitiesDevelop and implement investment strategies for clients...
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Senior Investment Strategist
4 weeks ago
Denver, Colorado, United States UMB Financial Corporation Full timeJob SummaryWe are seeking a highly skilled Senior Investment Strategist to join our team at UMB Financial Corporation. As a key member of our Private Wealth Management team, you will be responsible for developing and implementing investment strategies for our high-net-worth clients.Key ResponsibilitiesDevelop and maintain investment strategies for clients...
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