Senior Investment Strategist - Private Wealth

UMB Bank•Dallas, TX

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. How you will spend your time: You will serve as the investment management subject matter expert within a team of professionals. 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. You will focus on serving individuals and families with at least $3 million in investable assets. Working within the firm's Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis. Other duties as assigned.

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 accounts
Flexible spending accounts
Dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits