Senior Investment Strategist - Private Wealth

About the role

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. This role oversees the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.

Responsibilities

• Serve as the investment management subject matter expert within a team of professionals.
• Develop, maintain, and oversee the investment strategy and asset allocation for clients.
• Manage investment advisory accounts on a discretionary basis for individuals and families with at least $3 million in investable assets.
• Leverage expertise to enhance business opportunities through client and external professional relationships.
• Communicate complex and detailed information related to investment management process and portfolio construction effectively.
• Show trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
• Exercise strong leadership skills.

Requirements

Possess a college degree or relevant experience in Investment Management, Financial Planning, or Brokerage. Eight (8) years of 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. Show trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations. Exercise strong communication skills (verbal, written, listening, presentation).

Qualifications

Eight (8) years of 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. Show trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations. Exercise strong communication skills (verbal, written, listening, presentation).

Skills

• Strong communication skills (verbal, written, listening, presentation).
• Trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
• Leadership skills.

Benefits

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.

Pay

$141,354 - $207,900

Schedule

N/A