UMB

Senior Investment Strategist - Private Wealth

Kansas City MO · Senior

Sponsorship not specified$121k-$189kDetected 30 days ago

ResearchLeadershipCommunicationMicrosoft Office

About the role

Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists.
You're more than a means to an end-a way to help us meet the bottom line.
We want you to do the right thing, no matter what.

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.
You'll be valued for exactly who you are and encouraged to support causes you care about.

You possess a college degree or relevant experience.
You have 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.
Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.

Please see the description of benefits included with this job posting for additional information.
Benefit offerings and eligibility requirements vary.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

This listing is sourced directly from UMB's careers page and normalized into a canonical job model.