Senior Private Wealth Investment Strategist

umb financialClayton, MO

yesterday

Occupations

Investment Fund Managers Personal Financial Advisors Financial and Investment Analysts

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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About the role

UMB Financial Corporation seeks a Senior Investment Strategist for its Private Wealth Management division in Clayton, MO. You will lead investment strategy, asset allocation, and discretionary management for high-net-worth individuals and families, collaborating with the Portfolio Construction Desk and Wealth Advisors. The role requires 8+ years in investment management, financial planning, or brokerage, and Series 65 eligibility within 120 days.

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JOB OVERVIEW

Experience level

Senior

Location

Clayton, MO

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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