Investment Strategist Sr

As a Senior Investment Strategist at UMB, you will serve as the investment management subject matter expert for high-net-worth clients, developing and overseeing custom investment strategies and asset allocation. You will collaborate with a team of professionals to provide financial clarity and manage investment advisory accounts on a discretionary basis.

• Develop and oversee investment strategy and asset allocation for high-net-worth clients
• Serve as investment subject matter expert in client meetings and sales presentations
• Collaborate with Portfolio Construction Desk on account opening and strategy implementation
• Analyze portfolios and develop advanced solutions for Wealth Advisors
• Oversee investment functions, policies, and procedures
• 8 years of experience in Investment Management, Financial Planning, or Brokerage