Senior Investment Strategist - Private Wealth

UMB Financial
Dallas, St. Louis
Workplace: HybridFull timeUSD 141,354 - 207,900 annuallyFunction: Administration & Executive AssistanceExperience: 8+ yearsSkills: ["Emotional intelligence","Communication","Leadership","Relationship building"]

Serve as investment management subject matter expert for Private Wealth Management clients, overseeing investment strategy, asset allocation, and discretionary advisory accounts. Partner with internal research and portfolio specialists to develop and maintain investment themes and fulfillment strategies for high-net-worth individuals and families (including those with $3M+ investable assets). Leverage portfolio modeling, policies, and regulatory knowledge to ensure strategies are aligned with clients’ goals.

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UMB Financial
UMB Financial
1 month ago

Senior Investment Strategist - Private Wealth

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Job Summary

Serve as investment management subject matter expert for Private Wealth Management clients, overseeing investment strategy, asset allocation, and discretionary advisory accounts. Partner with internal research and portfolio specialists to develop and maintain investment themes and fulfillment strategies for high-net-worth individuals and families (including those with $3M+ investable assets). Leverage portfolio modeling, policies, and regulatory knowledge to ensure strategies are aligned with clients’ goals.
Location: Dallas, St. Louis
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Act as investment management subject matter expert within the Private Wealth Management team.
  • •Develop, maintain, and oversee investment strategy and asset allocation for clients served by the Private Wealth Management team.
  • •Oversee management of investment advisory accounts on a discretionary basis within the Portfolio Management Division.
  • •Create custom investment solutions for high-net-worth clients and provide Strategic and Policy oversight.
  • •Serve individuals and families with at least $3 million in investable assets.

Pay and Benefits

Salary: USD 141,354 - 207,900 annually
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym Membership

Key Requirements

  • •College degree or relevant experience.
  • •8 years of experience in Investment Management, Financial Planning, or Brokerage, including communicating complex investment management and portfolio construction information.
  • •Knowledge of portfolio modeling, investment and trading, and familiarity with portfolio platforms, policies and procedures, and state and federal laws/regulations.
  • •Strong emotional intelligence when interacting with clients and internal partners.
  • •Demonstrated ability to build, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants).
Experience:8+ yearsPrivate wealthInvestment management
Skills:Emotional intelligenceCommunicationLeadershipRelationship building

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