Senior Investment Strategist
3 weeks ago
We 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 Responsibilities- Develop and maintain investment strategies for clients with complex financial situations
- Collaborate with our Portfolio Construction Desk to open investment advisory accounts and manage client portfolios
- Work closely with Wealth Advisors and Managing Partners to analyze portfolios and develop advanced investment solutions
- Serve as the investment expert during client meetings and lead discussions around investment strategy options and performance
- Develop and oversee investment functions, including policies, procedures, and reporting
- 8 years of experience in Investment Management, Financial Planning, or Brokerage
- Demonstrate a high degree of emotional intelligence and strong communication skills
- Demonstrate ability to develop, expand, and close relationships with clients and external professionals
- Demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies, and procedures
- Demonstrate strong leadership skills
The posted compensation range for this role is $99,000 to $257,250 per year, with opportunities for annual incentive pay and comprehensive benefits.
About UMBUMB Financial Corporation is a financial services company that values inclusion, diversity, and community involvement. We offer a collaborative and supportive work environment, with opportunities for professional growth and development.
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