Overview Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. The Senior Investment Strategist works directly with the most sophisticated and complex high‑net‑worth clients to create custom investment solutions that harness the power of the investment process. 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 serviced by the Private Wealth Management team. Focus on serving individuals and families with at least $3 million in investable assets. Leverage expertise to oversee the management of investment advisory accounts on a discretionary basis. Perform other duties as assigned. Qualifications College degree or relevant experience. 8 years’ experience in Investment Management, Financial Planning, or Brokerage, including communication of complex investment process and portfolio construction information. High degree of emotional intelligence when interacting with clients and internal partners. Ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities. Strong verbal, written, listening, and presentation communication skills. Knowledge of portfolio modeling, platforms, policies and procedures, and state and federal laws/regulations. Strong leadership skills. Compensation Compensation Range: $141,354 - $207,900. The range represents UMB’s good faith estimate and may vary by geographic location, experience level, and other job‑related factors. Benefits Paid Time Off 401(k) matching program Annual incentive pay Paid holidays Company‑sponsored health, dental, vision, and other insurance coverage Health savings, flexible spending, and dependent care accounts Adoption assistance Employee assistance program Fitness reimbursement Tuition reimbursement Associate wellbeing program Associate emergency fund Various associate banking benefits Equal Opportunity Employer 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. #J-18808-Ljbffr
Senior Investment Strategist - Private Wealth • Dallas, TX, United States
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