Senior Investment Strategist - Private Wealth

UMB Bank • Kansas City, MO • 6h ago

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.

We're excited to talk with you if:

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 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.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$120,750 - $189,000

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$110,250 - $173,030

US Employees in all other states not listed above:

$99,750 - $157,060

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. 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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

LI-CH1

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

Similar Jobs

Sales Manager, Life Insurance

Kemper • Independence, MO • 59min ago

Finance, Accounting & Banking

Location(s) Independence, Missouri Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of...

59min ago

Go to Apply

Banking & Capital Markets Tax Director

PwC • Kansas City, MO • 5h ago

Finance, Accounting & Banking

Specialty/Competency: Industry Tax Practice Industry/Sector: Banking and Capital Markets Time Type: Full time Travel Requirements: Up to 20% The Opportunity As a Banking & Capital Markets Tax Director, you will focus...

5h ago

Go to Apply

Credit Analyst Sr

UMB Bank • Kansas City, MO • 6h ago

Finance, Accounting & Banking

UMB Commercial Banking & Lending ( https://www.umb.com/commercial ) ?provides a comprehensive solution to commercial organizations of all sizes.?On this Credit Analyst team, you gain the knowledge and skill to unders...

6h ago

Go to Apply

Commercial Banker Development Trainee

UMB Bank • Kansas City, MO • 6h ago

Finance, Accounting & Banking

This 24-month Commercial Banker Development Program is designed to develop highly skilled and knowledgeable commercial bankers capable of building and managing client relationships, evaluating credit risk, and driving bu...

6h ago

Go to Apply

GOS Client Accountant

Cushman & Wakefield • Kansas City, MO • 1d ago

Finance, Accounting & Banking

Job Title GOS Client Accountant Job Description Summary The Accountant performs primary accounting, bill payment/processing, financial support, and, as needed, administrative/clerical support for the Financial Manager an...

1d ago

Go to Apply