Senior Investment Strategist

3 weeks ago


Denver, Colorado, United States UMB Financial Corporation Full time
Job Summary

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
Requirements
  • 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
Compensation

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 UMB

UMB 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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