UMB Financial

1 month ago

Senior Investment Strategist - Private Wealth

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Oversee and execute the Private Wealth Management investment process—from macro outlook and investment themes to individual security selection and strategic/policy oversight. Serve as an investment management subject matter expert for complex high-net-worth clients, helping develop and monitor investment strategy and discretionary advisory portfolios, including asset allocation and portfolio fulfillment aligned to clients’ goals.

Location: Kansas City

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Serve as the investment management subject matter expert within the Private Wealth Management team.
•Develop, maintain, and oversee investment strategy and asset allocation for client accounts.
•Advise and support individuals and families with at least $3 million in investable assets.
•Oversee management of investment advisory accounts on a discretionary basis within the Portfolio Management Division.
•Perform other duties as assigned.

Pay and Benefits

Salary: USD 99,750 - 189,000

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning Budget

Key Requirements

•Serve as an investment management subject matter expert for sophisticated high-net-worth clients.
•8+ years’ experience in investment management, financial planning, or brokerage, including communicating complex portfolio construction details.
•Ability to build, expand, and close relationships with clients and external professionals (e.g., attorneys, financial advisors, accountants).
•Demonstrate emotional intelligence with clients and internal partners, plus strong verbal, written, listening, and presentation skills.
•Demonstrate trust and deep investment/trading knowledge, including portfolio modeling, platforms, policies/procedures, and state and federal laws/regulations.

Experience:8+ yearsHigh-net-worthPrivate wealth

Skills:Emotional intelligenceCommunicationRelationship buildingLeadershipClient management

Company Brief

UMB Financial

UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Kansas City, United States

Founded: 1913

Website LinkedIn

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UMB Financial

1 month ago

Senior Investment Strategist - Private Wealth

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Kansas City

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Serve as the investment management subject matter expert within the Private Wealth Management team.
•Develop, maintain, and oversee investment strategy and asset allocation for client accounts.
•Advise and support individuals and families with at least $3 million in investable assets.
•Oversee management of investment advisory accounts on a discretionary basis within the Portfolio Management Division.
•Perform other duties as assigned.

Pay and Benefits

Salary: USD 99,750 - 189,000

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning Budget

Key Requirements

•Serve as an investment management subject matter expert for sophisticated high-net-worth clients.
•8+ years’ experience in investment management, financial planning, or brokerage, including communicating complex portfolio construction details.
•Ability to build, expand, and close relationships with clients and external professionals (e.g., attorneys, financial advisors, accountants).
•Demonstrate emotional intelligence with clients and internal partners, plus strong verbal, written, listening, and presentation skills.
•Demonstrate trust and deep investment/trading knowledge, including portfolio modeling, platforms, policies/procedures, and state and federal laws/regulations.

Experience:8+ yearsHigh-net-worthPrivate wealth

Skills:Emotional intelligenceCommunicationRelationship buildingLeadershipClient management

Company Brief

UMB Financial

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Kansas City, United States

Founded: 1913

Website LinkedIn