Senior Investment Strategist - Private Wealth
About The Position
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.
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.
- High degree of emotional intelligence when interacting with clients and internal partners.
- Ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
- Strong communication skills (verbal, written, listening, presentation).
- Trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
- Strong leadership skills.
Responsibilities
- Serve as the investment management subject matter expert within a team of professionals.
- 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.
- Focus on serving individuals and families with at least $3 million in investable assets.
- Oversee the management of investment advisory accounts on a discretionary basis.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
