Senior Investment Strategist - Private Wealth

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 99,750 - 189,000Function: Administration & Executive AssistanceExperience: 8+ yearsSkills: ["Emotional intelligence","Communication","Relationship building","Leadership","Client management"]

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.

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UMB Financial
UMB Financial
2 months ago

Senior Investment Strategist - Private Wealth

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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
WebsiteLinkedIn