Investment Strategist Sr

UMB Bank•Clayton, MO

6d•$141,354 - $207,900

About The Position

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.

Requirements

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
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 skills

Responsibilities

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.
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.
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.
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.
Make asset allocation recommendations and set up portfolios in collaboration with PCD. Critically examine current portfolio and provide rebalance instructions to PCD.
Review and develop recommendations for appropriate benchmarks for the current asset allocation. Provide initial and ongoing review of client IPS.
Active participation or leadership of assigned investment committee within the investment division.
Other duties as assigned.

Benefits

Paid Time Off
401(k) matching program
annual incentive pay
paid holidays
comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
health savings, flexible spending, and dependent care accounts
adoption assistance
employee assistance program
fitness reimbursement
tuition reimbursement
associate wellbeing program
associate emergency fund
various associate banking benefits