Senior Private Wealth Investment Strategist

UMB Financial Corporation; Clayton (MO); On-site; USD 141,000 - 208,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Medical, dental, vision

Job summary

UMB Financial Corporation seeks a Senior Investment Strategist for its Private Wealth Management division in Clayton, MO. You will lead investment strategy, asset allocation, and discretionary management for high-net-worth individuals and families, collaborating with the Portfolio Construction Desk and Wealth Advisors.

The role requires 8+ years in investment management, financial planning, or brokerage, and Series 65 eligibility within 120 days.

Qualifications

• Demonstrates high EI when interacting with clients and partners.
• Ability to develop, expand, and close client relationships to grow business opportunities.
• Strong verbal, written, and presentation communication skills.
• Knowledge of portfolio modeling, policies, and regulations.

Responsibilities

• Oversee investment strategy and asset allocation for UHNW clients.
• Collaborate with Portfolio Construction Desk to open advisory accounts and manage strategies on a discretionary basis.
• Serve as investment expert in client meetings and lead discussions on strategy options and performance.
• Present firm views on macro factors and market conditions to clients.

Skills

Emotional intelligence

Relationship building

Communication skills

Portfolio modeling

Leadership

Job description

UMB Financial Corporation seeks a Senior Investment Strategist for its Private Wealth Management division in Clayton, MO. You will lead investment strategy, asset allocation, and discretionary management for high-net-worth individuals and families, collaborating with the Portfolio Construction Desk and Wealth Advisors.

The role requires 8+ years in investment management, financial planning, or brokerage, and Series 65 eligibility within 120 days.