Senior Investment Strategist – Private Wealth

UMB invites qualified professionals to apply for the Senior Investment Strategist - Private Wealth full-time opportunity based in 2 locations. This role centers on guiding sophisticated investment approaches that serve private wealth objectives for clients seeking long-term portfolio growth and stability.

Position Summary

The Senior Investment Strategist - Private Wealth position at UMB places you at the center of portfolio design and market insight generation for private wealth clients located near 2 locations. You will evaluate economic indicators, construct diversified allocations, and deliver clear recommendations that align with individual risk tolerances and life-stage goals. Daily work balances rigorous quantitative modeling with thoughtful client-facing communication, ensuring strategies remain responsive to shifting markets while advancing overall private wealth outcomes. This full-time Senior Investment Strategist - Private Wealth assignment emphasizes both independent analysis and close partnership with internal wealth teams across the 2 locations footprint.

What You'll Do

• Build and continuously refine multi-asset investment frameworks tailored to private wealth client mandates.
• Perform thorough macroeconomic and security-level research that drives asset-allocation and tactical decisions.
• Partner with relationship managers and advisors to interpret client objectives and translate them into actionable portfolio construction.
• Track performance attribution, rebalance exposures as needed, and document rationale for strategy adjustments.
• Generate concise investment commentaries, risk reports, and presentation materials for internal and client audiences.
• Monitor evolving regulatory landscapes and capital-market developments that affect private wealth portfolios.
• Contribute thought leadership on emerging investment themes relevant to high-net-worth strategies.

What You Bring

• Demonstrated background developing investment strategies specifically within private wealth contexts.
• Advanced analytical capabilities applied to market data, portfolio risk metrics, and scenario modeling.
• Clear verbal and written communication skills that simplify complex financial concepts for diverse audiences.
• Solid command of equities, fixed income, alternatives, and other asset classes used in private wealth portfolios.
• Capacity to collaborate effectively across teams operating in 2 locations while maintaining high standards of independent judgment.
• Familiarity with portfolio-management systems and research platforms commonly employed by investment strategists.

About the Company

UMB is hiring for this Senior Investment Strategist - Private Wealth role and offers a supportive team environment.

Apply Today

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