Investment Strategist Sr

UMB Financial Corporation; Plano (TX); Hybrid; USD 141,000 - 208,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision insurance

Job summary

UMB Financial Corporation's Private Wealth Management division seeks a Senior Investment Strategist for high-net-worth clients ( investable assets typically $3M+). You will steer asset allocation, oversee discretionary accounts, and work within the Portfolio Management Division to implement investment strategies.

You’ll partner with the Portfolio Construction Desk, assist Wealth Advisors, and lead client meetings to discuss strategy options and performance while ensuring policy alignment and

Qualifications

• 8+ years in Investment Management, Financial Planning, or Brokerage.
• Ability to communicate complex investment concepts clearly.
• Will obtain Series 65 within 120 days of employment.

Responsibilities

• Oversee discretionary investment accounts and IPS alignment.
• Collaborate with Portfolio Construction Desk on high-net-worth portfolios.
• Support Wealth Advisors with advanced investment strategies.
• Lead client meetings and present investment options and performance.
• Develop investment policies, reporting, and oversight metrics.
• Advise on asset allocation and rebalancing decisions.
• Participate in or lead investment committees.

Skills

Emotional intelligence

Relationship development

Communication skills

Portfolio modeling knowledge

Leadership

Client advisory experience

Education

College degree

Series 65 registration

Job description

Investment Strategist Sr page is loaded## Investment Strategist Srremote type: Hybridlocations: Clayton MO: Plano TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-9394**Duties & Responsibilities**Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective - from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight - teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives.The Senior Investment Strategist works directly with our most sophisticated and complex high-net-worth clients to create custom investment solutions that harness the power of the investment process outlined above. In this role, you will serve as the investment management subject matter expert within a team of professionals that have an overarching goal of providing financial clarity through a robust financial planning process. You will play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team. This role will focus on serving individuals and families with at least $3 million in investable assets. The position involves working within the firm's Portfolio Management Division, where you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.**Portfolio Construction Desk** collaborate with the firm's Portfolio Construction Desk (PCD) to open investment advisory accounts for high-net-worth clients and manage their investment strategy on a discretionary basis.**Relationship Management and Sales Support** Assist Wealth Advisors and Managing Partners with analyzing portfolios and developing advanced Portfolio Management solutions and strategies based on the unique Investment Policy Statement (IPS) for each individual client and parameters provided via Request for Proposal (RFP) opportunities.**Client Service** Serve as the investment expert during client meetings. Lead the discussion around investment strategy options and performance. Articulate firm messaging about key macro-economic and market factors. Participate and on occasion lead sales presentations. Collaborate with Client Service Specialist and Relationship Manager to ensure that administrative tasks are processed in an accurate and timely manner.**Investment Oversight** Develop and oversee investment functions, including policies, procedures, reporting, required Regulation 9 review and performance metrics, utilizing firm-approved resources. This includes the deployment of firm approved asset allocation models and the implementation of strategy.**Asset Allocation** Make asset allocation recommendations and set up portfolios in collaboration with PCD. Critically examine current portfolio and provide rebalance instructions to PCD.**Benchmark and Investment Policy Recommendations** Review and develop recommendations for appropriate benchmarks for the current asset allocation. Provide initial and ongoing review of client IPS.**Investment Committees** Active participation or leadership of assigned investment committee within the investment division.Other duties as assigned.**Requirements***MINIMUM:** College degree or relevant experience* 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.* Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment**Knowledge & Skills***MINIMUM:*- Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners- Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities- Demonstrates strong communication skills (verbal, written, listening, presentation)- Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations- Demonstrates strong leadership skillsThis position was posted on 10/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.**Compensation Range:**$141,354 - $207,900*The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.*UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.You're more than a means to an end - a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.*UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to* *[e-mail]* *to let us know the nature of your request.**If you are a California resident, please visit our* *to understand how we collect and use your personal information when you apply for employment with UMB.*#LI-CH1### The Unparalleled Customer Experience